Slow food for thought

Insights and research on global events shaping the markets

This June, SpaceX is expected to list on Nasdaq at a valuation of $1.75 trillion, surpassing Saudi Aramco's 2019 debut as the largest IPO on record. Welcome to the most audacious IPO ever attempted.

Why markets are shrugging off the Iran war — and whether it can last

|

26/05/2026

Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

Fast food for thought

Insights and research on global events shaping the markets

Global equity markets delivered another broad-based advance in the week ending 29 May 2026, with the MSCI AC World rising 2.2% and the S&P 500 logging a ninth consecutive weekly gain. A wave of blowout AI-related earnings — spanning hardware, data platforms, and identity security — drove technology to a near-6% weekly gain, while hopes for a US-Iran ceasefire extension pushed oil prices lower and lifted risk appetite globally. The report examines the broadening of technology leadership into software, the divergence between AI beneficiaries and potential AI victims within the sector, and the tensions between exceptional earnings momentum and an elevated inflation backdrop that continues to constrain the Federal Reserve's path to easing

|

01/06/2026

Meanwhile, the widening performance gap highlights AI’s outsized role in equity markets. Each week, the Syz investment team takes you through the last seven days in seven charts.

Crypto corner

A monthly deep dive into crypto assets

AI Insights

Hand-curated selection of the latest developments in the AI world

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks