Slow food for thought

Insights and research on global events shaping the markets

The S&P 500 earnings yield has fallen below Treasury yields for the first sustained period since the dot-com era. Does this mark a new regime for equity investors?

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24/06/2026

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.

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Fast food for thought

Insights and research on global events shaping the markets

Keir Starmer has announced that he will step down as the UK Prime Minister and leader of the Labour Party. He will remain at Downing Street as caretaker PM until a successor is chosen, ensuring continuity of government.

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24/06/2026

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

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23/06/2026

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