Fast food for thought

Insights and research on global events shaping the markets

Fed meeting/FOMC decision from 29 April 2026

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30/04/2026

OpenAI is reportedly building an AI-first smartphone to challenge Apple's mobile dominance.

The UAE's exit from OPEC is one of those events whose true significance only becomes clear over time.

Fixed Income markets face downward pressures from higher inflation expectations

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28/04/2026

Global oil inventories plumet while trillionaire AI companies soar. Each week, the Syz investment team takes you through the last seven days in seven charts.

Most major U.S. stock indexes finished the week higher, with several hitting record highs. Positive economic data, ongoing strength in AI-linked stocks, and upbeat earnings results helped offset continued uncertainty surrounding the U.S.-Iran conflict. The technology-heavy Nasdaq Composite led gains, followed by the S&P 500 and Russell 2000 Indexes. The Dow Jones Industrial Average declined. With nearly 20% of the S&P 500 companies reporting during the week, 84% of S&P 500 companies that had reported through Friday beat estimates, with a blended yoy earnings growth rate of 15.1%—on pace for a sixth consecutive quarter of double-digit growth.

Fixed Income markets extend their April rebound, still driven by strong EM debt performance

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22/04/2026

Kevin Warsh's Senate Banking Committee confirmation hearing yesterday (21 April 2026) was the big event—he's President Trump's nominee to replace Jerome Powell as Fed Chair. It was a fiery, high-stakes session focused on independence, inflation, his personal finances, and his vision for overhauling how the Fed operates.

US market rally surprises hedge funds as jet fuel constraints build across Europe and Asia. Each week, the Syz investment team takes you through the last seven days in seven charts.

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