Slow food for thought

Insights and research on global events shaping the markets

A senior advisor at a US practice recently got back four to six hours of her week. Not through a restructuring or thanks to a new hire, but through automation that now handles what used to be meeting preparation. She spent those hours with clients. Her book grew. That story is quietly repeating itself across the industry, and it is just the beginning of what becomes possible.

This June, SpaceX is expected to list on Nasdaq at a valuation of $1.75 trillion, surpassing Saudi Aramco's 2019 debut as the largest IPO on record. Welcome to the most audacious IPO ever attempted.

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Fast food for thought

Insights and research on global events shaping the markets

Global equity markets delivered another broad-based advance in the week ending 29 May 2026, with the MSCI AC World rising 2.2% and the S&P 500 logging a ninth consecutive weekly gain. A wave of blowout AI-related earnings — spanning hardware, data platforms, and identity security — drove technology to a near-6% weekly gain, while hopes for a US-Iran ceasefire extension pushed oil prices lower and lifted risk appetite globally. The report examines the broadening of technology leadership into software, the divergence between AI beneficiaries and potential AI victims within the sector, and the tensions between exceptional earnings momentum and an elevated inflation backdrop that continues to constrain the Federal Reserve's path to easing

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01/06/2026

Meanwhile, the widening performance gap highlights AI’s outsized role in equity markets. Each week, the Syz investment team takes you through the last seven days in seven charts.

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