Fast food for thought

Insights and research on global events shaping the markets

What is at stake, what to look for, and what are the implications?

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20/02/2025

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.

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07/02/2025

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

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20/12/2024

A tale of two central banks: the ECB navigates stagflation and the SNB fights deflation pressures coming from CHF strength

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13/12/2024

What are the short-term and medium-to-long-term implications of Donald Trump's election and a probable “sweep” Republican victory?

Flash note

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31/10/2024

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