Fast food for thought

Insights and research on global events shaping the markets

AI investment is now the consensus explanation for a resilient 2026 US economy, and the scale remains striking.

Flash note following the FOMC meeting 29 July 2026

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30/07/2026

Andy Burnham was invited by King Charles III to form a government on Monday, July 20, becoming Britain's 59th Prime Minister...

June brings relief, while Warsh testifies to be tough on inflation

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16/07/2026

The latest Fed and ECB minutes

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10/07/2026

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.

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24/06/2026

No more forward guidance, still dot plots, a hawkish tone on inflation and five new task forces.

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18/06/2026

After more than three months of war and a global energy shock, the United States and Iran have reached a peace deal.

How one chipmaker reshuffled the global equity rankings — and what it means for both markets

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