Slow food for thought

Insights and research on global events shaping the markets

On 25 August 2026, a Chinese humanoid robot ran 100 metres in 8.86 seconds, faster than the fastest recorded human time, and then hit the padded finish barrier and fell. Three days earlier, at the same competition, another robot hit the barrier at the finish line and caught fire, unable either to stop itself or to put itself out. The first set of facts explains why investors have been piling into Chinese robotics stocks. The second explains why that enthusiasm may be running ahead of what the machines can actually do.

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Fast food for thought

Insights and research on global events shaping the markets

With rising chances of rate hikes, short-term rates rise while long-term rates stabilize

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01/09/2026

Global equities edged modestly higher over the past week, as a blowout Nvidia earnings beat and a sharp pullback in oil prices lifted risk appetite, only for a hawkish Jackson Hole debut from Federal Reserve Chair Kevin Warsh to reverse much of the optimism by Friday. This report examines the drivers behind the week's gains and reversals across the US, Europe, and emerging markets, including the rotation out of health care and small caps, the AI-driven strength in software and cybersecurity, and the easing of the oil risk premium following new US sanctions on Iran.

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31/08/2026

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