Slow food for thought

Insights and research on global events shaping the markets

Europe built its economy on the assumption of mild summers. In a hotter climate, cooling becomes a productivity tool, a workplace safety requirement, and a new layer of building infrastructure.

Why the latest supreme court rulings are important for investors and our long-term USD-view

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06/07/2026

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Fast food for thought

Insights and research on global events shaping the markets

A volatile first half of the year ends with rates rising across the board last week

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07/07/2026

Global equity markets performance between 26 June–3 July 2026 was marked by a partial unwind of an unprecedented Q2 chip rally, a softer US jobs report that eased near-term Fed tightening expectations, a European defence-and-industrials rally ahead of the NATO Ankara summit, and extreme volatility in South Korean chipmakers that dragged emerging markets sharply lower.

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06/07/2026

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