Slow food for thought

Insights and research on global events shaping the markets

Looking for early impacts of President Trump on the global economy

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01/04/2025

As global trust in open markets erodes, national capitalism is emerging as a new strategy where states reclaim control over production, trade, and security to serve sovereign interests.

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Fast food for thought

Insights and research on global events shaping the markets

Volatility returned across fixed income markets last week as soft economic data, rising inflation expectations, and looming U.S. tariffs forced central banks into cautious mode — with rate expectations shifting, credit spreads widening, and high yield flashing early signs of stress.

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31/03/2025

Investors grab gold, Trump unleashes foreign auto tariffs, and the top AI sites. Each week, the Syz investment team takes you through the last seven days in seven charts.

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