Slow food for thought

Insights and research on global events shaping the markets

"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

Gold has erased all of its year-to-date gains, driven by a combination of factors.

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16/06/2026

Straight from the Desk

Syz the moment

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Fast food for thought

Insights and research on global events shaping the markets

Prospects of the end of the US-Iran war and the Strait of Hormuz reopening support bond markets

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16/06/2026

After more than three months of war and a global energy shock, the United States and Iran have reached a peace deal.

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