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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) [Food for Thoughts|](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thoughts) [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) #### [Q4 '25 earnings season: what to expect in the coming weeks?](https://blog.syzgroup.com/fast-food-for-thought/4q25-earnings-season-what-to-expect-in-the-coming-weeks) Flash note **[Gaël Combes](https://blog.syzgroup.com/fast-food-for-thought/author/gaël-comb)** | 15/01/2026 [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) #### [Year-end rebalancing amid geopolitical anxiety](https://blog.syzgroup.com/fast-food-for-thought/year-end-rebalancing-amid-geopolitical-anxiety) Global equity markets were dominated by year-end positioning, amid lower holiday liquidity and mounting geopolitical tensions. **[Gaël Combes](https://blog.syzgroup.com/fast-food-for-thought/author/gaël-comb)** | 06/01/2026 [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) #### [A good week for equity markets while waiting for a rate cut](https://blog.syzgroup.com/fast-food-for-thought/a-good-week-for-equity-markets-while-waiting-for-a-rate-cut) The interest rate cut by the Fed is highly anticipated but the narrative will be important for sentiment and the remaining days of trading this year. **[Gaël Combes](https://blog.syzgroup.com/fast-food-for-thought/author/gaël-comb)** | 09/12/2025 [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) #### [A strong recovery week as retail bought the dip](https://blog.syzgroup.com/fast-food-for-thought/a-strong-recovery-week-as-retail-bought-the-dip) AI-driven market nervousness is palpable, with recent news flow providing ample fodder for bears. **[Gaël Combes](https://blog.syzgroup.com/fast-food-for-thought/author/gaël-comb)** | 03/12/2025 [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) #### [Worries on AI valuation pushed volatility up](https://blog.syzgroup.com/fast-food-for-thought/worries-on-ai-valuation-pushed-volatility-up) AI-driven market nervousness is palpable, with recent news flow providing ample fodder for bears. **[Gaël Combes](https://blog.syzgroup.com/fast-food-for-thought/author/gaël-comb)** | 25/11/2025 [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) #### [Shutdown ends, volatility follows](https://blog.syzgroup.com/fast-food-for-thought/shutdown-ends-volatility-follows-1) AI-driven market nervousness is palpable, with recent news flow providing ample fodder for bears. **[Gaël Combes](https://blog.syzgroup.com/fast-food-for-thought/author/gaël-comb)** | 18/11/2025 [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) #### [Markets Hit Pause on the AI Trade](https://blog.syzgroup.com/fast-food-for-thought/markets-hit-pause-on-the-ai-trade) Global equity markets turned lower as investors shifted to a risk-off stance, ending a recent winning streak. **[Gaël Combes](https://blog.syzgroup.com/fast-food-for-thought/author/gaël-comb)** | 10/11/2025 [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) #### [Big Tech Shines, Everyone Else Grinds](https://blog.syzgroup.com/fast-food-for-thought/big-tech-shines-everyone-else-grinds) Equity markets ended October on a cautious note. The S&P 500 gained modestly though breadth narrowed sharply as the Mag-7 once again dominated leadership. **[Gaël Combes](https://blog.syzgroup.com/fast-food-for-thought/author/gaël-comb)** | 03/11/2025 [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) #### [A strong start of the earning season amid rising volatility](https://blog.syzgroup.com/fast-food-for-thought/a-strong-start-of-the-earning-season-amid-rising-volatility) Global equity markets posted positive yet volatile performance during the week **[Gaël Combes](https://blog.syzgroup.com/fast-food-for-thought/author/gaël-comb)** | 20/10/2025 [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) #### [A solid 7% EPS growth is expected in 3Q25 for US stocks](https://blog.syzgroup.com/fast-food-for-thought/a-solid-7-eps-growth-is-expected-in-3q25-for-us-stocks) Global equity markets rebounded last week, recovering from 3 consecutive days of declines in late September **[Gaël Combes](https://blog.syzgroup.com/fast-food-for-thought/author/gaël-comb)** | 17/10/2025 [1](https://blog.syzgroup.com/fast-food-for-thought/author/gaël-comb/page/1) [2](https://blog.syzgroup.com/fast-food-for-thought/author/gaël-comb/page/2) [❯](https://blog.syzgroup.com/fast-food-for-thought/author/gaël-comb/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) - [Contact](https://www.syzgroup.com/en/contact-us/form) - [Terms & conditions](https://www.syzgroup.com/sites/default/files/document/2021-12/001-2_en-general_terms_and_conditions_w.pdf) - [Data protection notice](https://www.syzgroup.com/en/data-protection-notice) - [Cookies policy](https://www.syzgroup.com/en/legal-notices) - [Syzgroup.com](https://www.syzgroup.com/)