Slow food for thought

Insights and research on global events shaping the markets

Just as markets are moving past energy inflation, geopolitical risk and sticky central banks, another source of volatility is building in the Pacific, under the name of El Niño.

"How did you go bankrupt?" "Two ways. Gradually, then suddenly." Hemingway's famous exchange captures a recuring and growing concern surrounding the sustainability of sovereign debt.

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16/06/2026

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Fast food for thought

Insights and research on global events shaping the markets

Warsh’s focus on inflation fuels rate hike expectations and drives real rates higher

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23/06/2026

Meanwhile, retail investors are piling into SpaceX at an unprecedented pace, even as a massive wave of new supply could hit the market next summer. Each week, the Syz investment team takes you through the last seven days in seven charts.

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