Fast food for thought
Insights and research on global events shaping the markets
Flash note
What is at stake, what to look for, and what are the implications?
New U.S. tariffs on Canadian imports, including a 10% levy on uranium, could disrupt nuclear energy, which powers 20% of U.S. electricity. However, swift Canadian action on fentanyl trafficking has delayed the tariffs, easing immediate supply concerns. A trade war remains unlikely due to strong economic ties.
On Friday night, President Donald Trump launched a Solana meme coin named $TRUMP, which has exploded in price in a matter of 48 hours.
The Fed acknowledges that fiscal dominance has arrived in the US
A tale of two central banks: the ECB navigates stagflation and the SNB fights deflation pressures coming from CHF strength
What are the short-term and medium-to-long-term implications of Donald Trump's election and a probable “sweep” Republican victory?
Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
Investing with intelligence
Our latest research, commentary and market outlooks