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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## **Fast food** for thought Insights and research on global events shaping the markets - [All](https://blog.syzgroup.com/fast-food-for-thought) - [Flash](https://blog.syzgroup.com/fast-food-for-thought/tag/flash) - [Global Markets Outlook](https://blog.syzgroup.com/fast-food-for-thought/tag/global-markets-outlook) - [The week in seven charts](https://blog.syzgroup.com/fast-food-for-thought/tag/the-week-in-seven-charts) - [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) #### [Global rates surge and lead to a bond market selloff](https://blog.syzgroup.com/fast-food-for-thought/global-rates-surge-and-lead-to-a-bond-market-selloff) Global rates surge and weigh on bond markets across the board. **[Maggie Cheng, CFA, CAIA](https://blog.syzgroup.com/fast-food-for-thought/author/maggie-cheng)** | 20/05/2026 [Food for Thoughts](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thoughts) #### [UK political risk: the Labour Party’s election defeat raises fiscal and inflation concerns in markets](https://blog.syzgroup.com/fast-food-for-thought/uk-political-risk-the-labour-partys-election-defeat-raises-fiscal-and-inflation-concerns-in-markets) Flash note UK: political risk and markets **[Adrien Pichoud](https://blog.syzgroup.com/fast-food-for-thought/author/adrien-pichoud)** | 12/05/2026 [Food for Thoughts](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thoughts) #### [Venezuelan bond - potential restructuring path](https://blog.syzgroup.com/fast-food-for-thought/venezuelan-bond-potential-restructuring-path) Flash note **[Adrien Pichoud](https://blog.syzgroup.com/fast-food-for-thought/author/adrien-pichoud)** | 07/01/2026 [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) #### [Bond markets take a pause amid unusual uncertainties](https://blog.syzgroup.com/fast-food-for-thought/bond-markets-take-a-pause-amid-unusual-uncertainties-1) The US government shutdown is casting uncertainties on growth and US rates outlooks, weighing on bond market performances **[Adrien Pichoud](https://blog.syzgroup.com/fast-food-for-thought/author/adrien-pichoud)** | 11/11/2025 [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) #### [Doubts on future Fed rate cuts send US yields higher](https://blog.syzgroup.com/fast-food-for-thought/doubts-on-future-fed-rate-cuts-send-us-yields-higher) A hawkish-sounding Powell drags government bonds and credit lower while elections drive EM debt higher **[Adrien Pichoud](https://blog.syzgroup.com/fast-food-for-thought/author/adrien-pichoud)** | 04/11/2025 [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) #### [In wait-and-see mode ahead of the Fed and the ECB](https://blog.syzgroup.com/fast-food-for-thought/in-wait-and-see-mode-ahead-of-the-fed-and-the-ecb) Government bonds delivered mixed performance last week while credit and EM debt rose **[Adrien Pichoud](https://blog.syzgroup.com/fast-food-for-thought/author/adrien-pichoud)** | 28/10/2025 [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) #### [Bond markets cheer a dovish Powell and shrug off banking ‘cockroaches’](https://blog.syzgroup.com/fast-food-for-thought/bond-markets-cheer-a-dovish-powell-and-shrug-off-banking-cockroaches) Government bonds rallied last week, credit markets shrugged off concerns around U.S. regional banks and EM markets rebounded **[Adrien Pichoud](https://blog.syzgroup.com/fast-food-for-thought/author/adrien-pichoud)** | 21/10/2025 [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) #### [Global credit spreads widen on trade tensions and US credit events](https://blog.syzgroup.com/fast-food-for-thought/global-credit-spreads-widen-on-trade-tensions-and-us-credit-events) Credit markets experienced their sharpest weekly widening since early April last week while Government bond markets rallied **[Adrien Pichoud](https://blog.syzgroup.com/fast-food-for-thought/author/adrien-pichoud)** | 14/10/2025 [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) #### [USD rates decline as the shutdown postpones key economic data](https://blog.syzgroup.com/fast-food-for-thought/usd-rates-decline-as-the-shutdown-postpones-key-economic-data) USD yields declined last week on fears of labor market weakening while credit and EM markets remained strong **[Adrien Pichoud](https://blog.syzgroup.com/fast-food-for-thought/author/adrien-pichoud)** | 07/10/2025 [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) #### [Emerging Market Debt remains in strong demand](https://blog.syzgroup.com/fast-food-for-thought/emerging-market-debt-remains-in-strong-demand) EM Debt keeps rising while DM sovereign and corporate markets take a breather **[Adrien Pichoud](https://blog.syzgroup.com/fast-food-for-thought/author/adrien-pichoud)** | 30/09/2025 [1](https://blog.syzgroup.com/fast-food-for-thought/author/adrien-pichoud/page/1) [2](https://blog.syzgroup.com/fast-food-for-thought/author/adrien-pichoud/page/2) [3](https://blog.syzgroup.com/fast-food-for-thought/author/adrien-pichoud/page/3) [4](https://blog.syzgroup.com/fast-food-for-thought/author/adrien-pichoud/page/4) [5](https://blog.syzgroup.com/fast-food-for-thought/author/adrien-pichoud/page/5) [❯](https://blog.syzgroup.com/fast-food-for-thought/author/adrien-pichoud/page/2) ## **Investing** with intelligence Our latest research, commentary and market outlooks #### [Weekly Market Update](https://blog.syzgroup.com/fast-food-for-thoughts/tag/weekly-market-update?hsLang=en) #### [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus?hsLang=en) #### [Asset Allocation Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights?hsLang=en) #### [Semi-annual Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/semi-annual-outlook?hsLang=en) - 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