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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) - [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) - [Food for Thought](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought) - [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Monthly Market Review](https://blog.syzgroup.com/fast-food-for-thought/tag/monthly-market-review) - [Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/fixed-income) - [feature](https://blog.syzgroup.com/fast-food-for-thought/tag/feature) [Food for Thought](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought) #### [Inflation, jobs and the Fed: softer data helps to scale back rate hike expectations](https://blog.syzgroup.com/fast-food-for-thought/inflation-jobs-and-the-fed-softer-data-helps-to-scale-back-rate-hike-expectations) Flash note **[Reto Cueni, PhD](https://blog.syzgroup.com/fast-food-for-thought/author/reto-cueni)** | 02/10/2026 [Food for Thought](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought) #### [The Fed hikes: answers to 7 FAQs](https://blog.syzgroup.com/fast-food-for-thought/the-fed-hikes-answers-to-7-faqs) Flash note - Investment strategy **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/fast-food-for-thought/author/charles-henry-monchau)** | 17/09/2026 [Food for Thought](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought) #### [Fed hikes key rate as Warsh keeps a close eye on inflation](https://blog.syzgroup.com/fast-food-for-thought/fed-hikes-key-rate-as-warsh-keeps-a-close-eye-on-inflation) Flash note **[Reto Cueni, PhD](https://blog.syzgroup.com/fast-food-for-thought/author/reto-cueni)** | 17/09/2026 [Food for Thought](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought) #### [AI: the capex cycle survives the weekend's safety debate](https://blog.syzgroup.com/fast-food-for-thought/ai-the-capex-cycle-survives-the-weekends-safety-debate) A weekend debate over “recursive self-improvement,” the risk that AI could accelerate its own development to the point where humans struggle to stay meaningfully in control, prompted some in the industry to call for a more cautious pace of development. We think the correction in AI stocks on Monday was overdone. Investors may be conflating two separate questions: how fast frontier AI capability should advance, and how fast the world adopts the AI that already exists. The first is genuinely more uncertain. The second isn’t, and it’s the second that drives datacentre capex cycle. **[Jakub Dubaniewicz](https://blog.syzgroup.com/fast-food-for-thought/author/jakub-dubaniewicz)** | 15/09/2026 [Food for Thought](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought) #### [Latest US inflation readings reinforce expectations of a Fed rate hike in September](https://blog.syzgroup.com/fast-food-for-thought/latest-us-inflation-readings-reinforce-expectations-of-a-fed-rate-hike-in-september-1) The latest inflation data reinforce market expectations of a Fed rate hike in September **[Reto Cueni, PhD](https://blog.syzgroup.com/fast-food-for-thought/author/reto-cueni)** | 11/09/2026 [Food for Thought](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought) #### [The Ox in the room](https://blog.syzgroup.com/fast-food-for-thought/the-ox-in-the-room) Ox Alpha, an anonymous model nobody has claimed, has just taken the 1st place on the world’s busiest LLM marketplace. The story is not about China. It is about pricing power and about who ultimately earns a return on a trillion dollars of AI infrastructure. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/fast-food-for-thought/author/charles-henry-monchau)** | 25/08/2026 [Food for Thought](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought) #### [Why the Swiss franc is depreciating](https://blog.syzgroup.com/fast-food-for-thought/why-the-swiss-franc-is-depreciating) Flash note **[Reto Cueni, PhD](https://blog.syzgroup.com/fast-food-for-thought/author/reto-cueni)** | 18/08/2026 [Food for Thought](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought) #### [Inflation numbers lowered pressure on the Fed, President Trump increased it](https://blog.syzgroup.com/fast-food-for-thought/inflation-numbers-lowered-pressure-on-the-fed-president-trump-increased-it) Flash note **[Reto Cueni, PhD](https://blog.syzgroup.com/fast-food-for-thought/author/reto-cueni)** | 14/08/2026 [Food for Thought](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought) #### [The triple breadth](https://blog.syzgroup.com/fast-food-for-thought/the-triple-breadth) Market, earnings and macro participation are widening at the same time. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/fast-food-for-thought/author/charles-henry-monchau)** | 06/08/2026 [Food for Thought](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought) #### [The manufacturing upturn broadens — and is not yet too hot](https://blog.syzgroup.com/fast-food-for-thought/the-manufacturing-upturn-broadens-and-is-not-yet-too-hot) Flash note **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/fast-food-for-thought/author/charles-henry-monchau)** | 05/08/2026 [1](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought/page/1) [2](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought/page/2) [3](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought/page/3) [4](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought/page/4) [5](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought/page/5) [❯](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought/page/2) ## Straight from the Desk # Syz the moment Live feeds, charts, breaking stories, all day long. 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