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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) [Fixed Income|](https://blog.syzgroup.com/fast-food-for-thought/tag/fixed-income) [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) #### [The Short End of the Curve Offers Value](https://blog.syzgroup.com/fast-food-for-thought/the-short-end-of-the-curve-offers-value) The significant policy tightening priced in offers high carry and a favorable balance of probabilities. **[Christophe Pella, CFA](https://blog.syzgroup.com/fast-food-for-thought/author/christophe-pella)** | 17/09/2026 [Fixed Income|](https://blog.syzgroup.com/fast-food-for-thought/tag/fixed-income) [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) #### [Debt Magic and Debt Management](https://blog.syzgroup.com/fast-food-for-thought/debt-magic-and-debt-management) Market support mechanisms and accounting creativity are no substitute for improved fundamentals. **[Christophe Pella, CFA](https://blog.syzgroup.com/fast-food-for-thought/author/christophe-pella)** | 09/09/2026 [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) #### [A hawkish Jackson Hole speech flattens yield curves](https://blog.syzgroup.com/fast-food-for-thought/a-hawkish-jackson-hole-speech-flattens-yield-curves) With rising chances of rate hikes, short-term rates rise while long-term rates stabilize **[Maggie Cheng, CFA, CAIA](https://blog.syzgroup.com/fast-food-for-thought/author/maggie-cheng)** | 01/09/2026 [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) #### [Bessent signals US yields have hit a pain threshold](https://blog.syzgroup.com/fast-food-for-thought/bessent-signals-us-yields-have-hit-a-pain-threshold) US rates remain volatile following Bessent’s intervention and ahead of Warsh’s Jackson Hole speech **[Maggie Cheng, CFA, CAIA](https://blog.syzgroup.com/fast-food-for-thought/author/maggie-cheng)** | 25/08/2026 [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) #### [Long-term rates surge to multi-year highs](https://blog.syzgroup.com/fast-food-for-thought/long-term-rates-surge-to-multi-year-highs) The rise in global long-term rates gains momentum and weighs on bond-market performance **[Maggie Cheng, CFA, CAIA](https://blog.syzgroup.com/fast-food-for-thought/author/maggie-cheng)** | 18/08/2026 [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) #### [Some relief in rates, upward pressures on tech sector spreads](https://blog.syzgroup.com/fast-food-for-thought/some-relief-in-rates-upward-pressures-on-tech-sector-spreads) Interest rates pulled back after their July rise, while the US tech sector continues to underperform amid massive hyperscaler debt issuance **[Maggie Cheng, CFA, CAIA](https://blog.syzgroup.com/fast-food-for-thought/author/maggie-cheng)** | 11/08/2026 [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) #### [Yield curve steepens as the Fed leaves markets guessing](https://blog.syzgroup.com/fast-food-for-thought/yield-curve-steepens-as-the-fed-leaves-markets-guessing) Central banks stood still, but bond markets did not **[Maggie Cheng, CFA, CAIA](https://blog.syzgroup.com/fast-food-for-thought/author/maggie-cheng)** | 05/08/2026 [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) #### [Yields Reach New Highs as Oil Tops $100 Last Week](https://blog.syzgroup.com/fast-food-for-thought/yields-reach-new-highs-as-oil-tops-100-last-week) Brent oil price passed $100/barrel last Thursday, pushing global government yields to year-to-date highs **[Maggie Cheng, CFA, CAIA](https://blog.syzgroup.com/fast-food-for-thought/author/maggie-cheng)** | 29/07/2026 [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) #### [Inflationary fears maintain upward pressures on long-term rates](https://blog.syzgroup.com/fast-food-for-thought/inflationary-fears-maintain-upward-pressures-on-long-term-rates) Rising energy prices amid renewed tensions in the Middle East, and fiscal policy fears in the UK keep long-term rates under pressure **[Maggie Cheng, CFA, CAIA](https://blog.syzgroup.com/fast-food-for-thought/author/maggie-cheng)** | 21/07/2026 [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) #### [Oil prices drive rates higher again](https://blog.syzgroup.com/fast-food-for-thought/oil-prices-drive-rates-higher-again) Renewed geopolitical tensions around the strait of Hormuz bring back interest rate volatility **[Maggie Cheng, CFA, CAIA](https://blog.syzgroup.com/fast-food-for-thought/author/maggie-cheng)** | 15/07/2026 [1](https://blog.syzgroup.com/fast-food-for-thought/author/maggie-cheng/page/1) [2](https://blog.syzgroup.com/fast-food-for-thought/author/maggie-cheng/page/2) [3](https://blog.syzgroup.com/fast-food-for-thought/author/maggie-cheng/page/3) [4](https://blog.syzgroup.com/fast-food-for-thought/author/maggie-cheng/page/4) [5](https://blog.syzgroup.com/fast-food-for-thought/author/maggie-cheng/page/5) [❯](https://blog.syzgroup.com/fast-food-for-thought/author/maggie-cheng/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 & 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