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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 Thoughts](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thoughts) - [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 Thoughts](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thoughts) #### [The capex number is the macro story of 2026](https://blog.syzgroup.com/fast-food-for-thought/the-capex-number-is-the-macro-story-of-2026) AI investment is now the consensus explanation for a resilient 2026 US economy, and the scale remains striking. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/fast-food-for-thought/author/charles-henry-monchau)** | 31/07/2026 [Food for Thoughts](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thoughts) #### [July's Fed decision: "watchful thinking", not "watchful waiting"](https://blog.syzgroup.com/fast-food-for-thought/julys-fed-decision-watchful-thinking-not-watchful-waiting) Flash note following the FOMC meeting 29 July 2026 **[Reto Cueni, PhD](https://blog.syzgroup.com/fast-food-for-thought/author/reto-cueni)** | 30/07/2026 [Food for Thoughts](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thoughts) #### [Andy Burnham enters Downing Street](https://blog.syzgroup.com/fast-food-for-thought/andy-burnham-enters-downing-street) Andy Burnham was invited by King Charles III to form a government on Monday, July 20, becoming Britain's 59th Prime Minister... **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/fast-food-for-thought/author/charles-henry-monchau)** | 21/07/2026 [Food for Thoughts](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thoughts) #### [Inflation and the Federal Reserve](https://blog.syzgroup.com/fast-food-for-thought/inflation-and-the-federal-reserve) June brings relief, while Warsh testifies to be tough on inflation **[Reto Cueni, PhD](https://blog.syzgroup.com/fast-food-for-thought/author/reto-cueni)** | 16/07/2026 [Food for Thoughts](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thoughts) #### [A change of direction?](https://blog.syzgroup.com/fast-food-for-thought/a-change-of-direction) The latest Fed and ECB minutes **[Reto Cueni, PhD](https://blog.syzgroup.com/fast-food-for-thought/author/reto-cueni)** | 10/07/2026 [Food for Thoughts](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thoughts) #### [UK political changes: Prime Minister Starmer resigns and what it means for markets](https://blog.syzgroup.com/fast-food-for-thought/uk-political-changes-prime-minister-starmer-resigns-and-what-it-means-for-markets) Keir Starmer has announced that he will step down as the UK Prime Minister and leader of the Labour Party. He will remain at Downing Street as caretaker PM until a successor is chosen, ensuring continuity of government. **[Reto Cueni, PhD](https://blog.syzgroup.com/fast-food-for-thought/author/reto-cueni)** | 24/06/2026 [Food for Thoughts](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thoughts) #### [A new Fed under Chair Warsh?](https://blog.syzgroup.com/fast-food-for-thought/a-new-fed-under-chair-warsh) No more forward guidance, still dot plots, a hawkish tone on inflation and five new task forces. **[Reto Cueni, PhD](https://blog.syzgroup.com/fast-food-for-thought/author/reto-cueni)** | 18/06/2026 [Food for Thoughts](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thoughts) #### [When the oil flows: positioning portfolios for a US–Iran peace deal](https://blog.syzgroup.com/fast-food-for-thought/when-the-oil-flows-positioning-portfolios-for-a-us-iran-peace-deal) After more than three months of war and a global energy shock, the United States and Iran have reached a peace deal. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/fast-food-for-thought/author/charles-henry-monchau)** | 15/06/2026 [Food for Thoughts](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thoughts) #### [The ECB's pivot: a "robust" rate hike but no further guidance](https://blog.syzgroup.com/fast-food-for-thought/the-ecbs-pivot-a-robust-rate-hike-but-no-further-guidance) BCE decision from 11 June 2026 **[Reto Cueni, PhD](https://blog.syzgroup.com/fast-food-for-thought/author/reto-cueni)** | 12/06/2026 [Food for Thoughts](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thoughts) #### [Taiwan overtakes India: the AI concentration trade](https://blog.syzgroup.com/fast-food-for-thought/taiwan-overtakes-india-the-ai-concentration-trade) How one chipmaker reshuffled the global equity rankings — and what it means for both markets **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/fast-food-for-thought/author/charles-henry-monchau)** | 27/05/2026 [❮](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thoughts/page/1) [1](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thoughts/page/1) [2](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thoughts/page/2) [3](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thoughts/page/3) [4](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thoughts/page/4) [5](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thoughts/page/5) [❯](https://blog.syzgroup.com/fast-food-for-thought/tag/food-for-thoughts/page/3) ## Straight from the Desk # Syz the moment Live feeds, charts, breaking stories, all day long. 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