Slow food for thought

Insights and research on global events shaping the markets

Why the world's most indebted country is also one of its largest equity investors

The AI story has been one of relentless momentum. ChatGPT marked the first chapter, transforming OpenAI into the central force behind the industry’s expansion. The company now faces the challenge of supporting the scale of investment behind it.

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Fast food for thought

Insights and research on global events shaping the markets

Nvidia tops the charts with record market cap, and Germany’s economy appears sluggish, while American purchasing power recedes. Each week, the Syz investment team takes you through the last seven days in seven charts.

Global equities broke a six-week winning streak as a hotter-than-expected US inflation print pushed yields higher and drove a broad risk-off rotation, with US large caps holding up while the rest of the world weakened.

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18/05/2026

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