Slow food for thought

Insights and research on global events shaping the markets

The 2025 season is coming to an end. This year has been anything but quiet: Trump's historic return to the presidency, the April "Liberation Day" tariff shock, major AI breakthroughs, bitcoin's volatile journey, and a stunning market rebound. Here are ten stories to remember.

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Fast food for thought

Insights and research on global events shaping the markets

AI-driven market nervousness is palpable, with recent news flow providing ample fodder for bears.

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03/12/2025

A quasi-certain Fed rate cut in December, the end of the QT program and a rebound in sentiment toward credit and EM Debt lifted bond markets last week

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02/12/2025

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