Slow food for thought

Insights and research on global events shaping the markets

Having great ideas is a great idea.

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17/03/2025

In 1985, finance ministers from France, Germany, Japan, the United Kingdom, and the United States came to an agreement in the Plaza Hotel in New York City to intentionally devalue the US dollar. Could such an accord take place this year at President Trump’s Mar-a-Lago estate?

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Fast food for thought

Insights and research on global events shaping the markets

The US Federal Reserve held its target range for the Fed Funds rate unchanged yesterday, as widely expected, and the SNB -- one last cut, likely done in a highly uncertain environment.

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20/03/2025

Rising policy uncertainty is shaking up global fixed income markets—U.S. high-yield spreads surpass Europe for the first time since 2021, German yields surge on fiscal expansion, and central banks face tough choices amid inflation risks and slowing growth

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17/03/2025

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