Fast food for thought

Insights and research on global events shaping the markets

Below are answers to our client’s most frequently asked questions on recession risk, French elections, Chinese equities, the cryptocurrencies crash and our asset allocation preferences.

Yesterday the Fed hardened the tone to signal its determination to curb inflation. At all costs? After yesterday’s 75bps hike, the market’s reaction was not dramatic but all eyes will remain on the Fed’s stance in the coming months.  

Yesterday, as expected, The Federal Reserve increased its benchmark interest rate by half a percentage point, in line with market expectations. In this note, we highlight the key facts, market reaction and share our view.

EU natural gas prices soared by as much as 20% yesterday morning, after Russian energy giant Gazprom announced it had halted gas supplies to Bulgaria and Poland for failing to pay for gas in rubles.

Below are answers to our client’s most frequently asked questions on inflation, the yen and the surge in commodities prices.

Below are answers to our client’s most frequently asked questions on the markets, the yield curve inversion, French elections and our portfolios positioning.

Below are answers to our Client’s most frequently asked questions on the markets, the Fed and our portfolio positioning.

Yesterday, the Fed's FOMC tightened interest rates for the first time since December 2018. This first step came as no surprise to investors around the world.



Today, the European Central Bank held its monetary policy meeting. This session was highly anticipated in the current context of high uncertainties due to the situation in Ukraine, and already high and rising inflation even before the war started. Here are three questions answered to help shed light on today’s ECB meeting.



Volatility spiked last week on the back of the tragic events taking place in Ukraine. While the huge intra- day market reversal on Thursday led some market participants to think it is now time to “Buy on the sound of cannons”, we believe that the war in Ukraine does not signal a market regime change. On the contrary, it may actually reinforce some of the key market and macro trends which have been in place over the last few months. Below, we highlight five key trends and highlight their impact on our current investment strategy.  

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