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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) #### [Dancing in the dark: the US shutdown, missing data and the Fed speak](https://blog.syzgroup.com/fast-food-for-thought/dancing-in-the-dark-the-us-shutdown-missing-data-and-the-fed-speak) Flash note **[Reto Cueni, PhD](https://blog.syzgroup.com/fast-food-for-thought/author/reto-cueni)** | 17/10/2025 [Food for Thought](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought) #### [US Regional Banks Credit Events](https://blog.syzgroup.com/fast-food-for-thought/us-regional-banks-credit-events) Flash note **[Syz Equity Research](https://blog.syzgroup.com/fast-food-for-thought/author/syz-equity-research)** | 17/10/2025 [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) #### [Pharma: the storm has passed](https://blog.syzgroup.com/fast-food-for-thought/pharma-the-storm-has-passed) Flash note **[Gaël Combes](https://blog.syzgroup.com/fast-food-for-thought/author/gaël-comb)** | 03/10/2025 [Food for Thought](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought) #### [Trillion dollar question: AI bubble or AI super-cycle?](https://blog.syzgroup.com/fast-food-for-thought/trillion-dollar-question-ai-bubble-or-ai-super-cycle) Flash note **[Jakub Dubaniewicz](https://blog.syzgroup.com/fast-food-for-thought/author/jakub-dubaniewicz)** | 03/10/2025 [Food for Thought](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought) #### [The US government shut down and what it means for investors](https://blog.syzgroup.com/fast-food-for-thought/the-us-government-shut-down-what-happened-and-what-it-means-for-investors) Flash note **[Reto Cueni, PhD](https://blog.syzgroup.com/fast-food-for-thought/author/reto-cueni)** | 01/10/2025 [Food for Thought](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought) #### [The SNB’s monetary policy of the steady hand](https://blog.syzgroup.com/fast-food-for-thought/the-snbs-monetary-policy-of-the-steady-hand) Analysis of SNB meeting and press conference on 25.09.2025 **[Reto Cueni, PhD](https://blog.syzgroup.com/fast-food-for-thought/author/reto-cueni)** | 25/09/2025 [Food for Thought](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought) #### [Fed’s ‘risk management cut’ sparks confusion amid mixed signals](https://blog.syzgroup.com/fast-food-for-thought/feds-risk-management-cut-sparks-confusion-amid-mixed-signals) Analysis of Fed decision and press conference on 17.09.2025 **[Reto Cueni, PhD](https://blog.syzgroup.com/fast-food-for-thought/author/reto-cueni)** | 18/09/2025 [Food for Thought](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought) #### [US inflation and the FED – can the US central bank ignore the hotter price data?](https://blog.syzgroup.com/fast-food-for-thought/us-inflation-and-the-fed-can-the-us-central-bank-ignore-the-hotter-price-data) Today’s release of the August consumer price index (CPI) was mostly in line with expectations: Headline numbers came in a tad stronger than expected, and pushed the index up from 2.7% to 2.9%, while the core index (excluding prices for energy and food) stayed at 3.1%. Together with the softer than expected producer prices (PPI) from yesterday and higher than expected initial jobless claims (263k instead 236k, driven by a strong outlier from Texas) the CPI will not pivot the US central bank (FED) away from a 25 basis point rate cut in September. But we don’t expect a larger cut and remain sceptical about the 3 rate cuts the market is currently pricing for the remainder of the year – why is that? **[Reto Cueni, PhD](https://blog.syzgroup.com/fast-food-for-thought/author/reto-cueni)** | 11/09/2025 [Food for Thought](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought) #### [Jackson Hole update](https://blog.syzgroup.com/fast-food-for-thought/jackson-hole-update-powell-and-fed-policy) Chairman Powell, Fed policy, and central bank independence **[Reto Cueni, PhD](https://blog.syzgroup.com/fast-food-for-thought/author/reto-cueni)** | 22/08/2025 [Food for Thought](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought) #### [Inflation and the FED – what’s going on?](https://blog.syzgroup.com/fast-food-for-thought/us-inflation-data-and-the-fed) A quick update about new US inflation data and our FED monetary policy outlook **[Reto Cueni, PhD](https://blog.syzgroup.com/fast-food-for-thought/author/reto-cueni)** | 14/08/2025 [❮](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought/page/5) [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) [6](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought/page/6) [7](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought/page/7) [8](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought/page/8) [❯](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thought/page/7) ## Straight from the Desk # Syz the moment Live feeds, charts, breaking stories, all day long. 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