Slow food for thought

Insights and research on global events shaping the markets

The US dollar has experienced a notable shift in direction this year so far, surprising many investors and policymakers alike.

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25/04/2025

Once the stuff of science fiction, space tourism is fast becoming a reality—reserved for few, watched by millions, and sparking profound questions about the future of our planet.

Looking ahead to Q2.

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17/04/2025

This article explores five of the most famous financial bubbles in history. As capital floods into the technology sector, one question lingers: could AI be the next bubble?

Between 4 April and 11 April 2025, the US Treasury market experienced its worst weekly selloff in over two decades.

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15/04/2025

Looking for early impacts of President Trump on the global economy

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01/04/2025

As global trust in open markets erodes, national capitalism is emerging as a new strategy where states reclaim control over production, trade, and security to serve sovereign interests.

As diplomatic talks between the US, Russia, and Ukraine continue, investors are closely watching for potential opportunities in a re-opened Russian market despite the significant risks that remain. The prospect of a ceasefire and improved relations between Moscow and Washington has triggered speculation about the future of sanctions and possible market access, fuelling interest in Russian assets that have been largely off-limits since the war began.

Having great ideas is a great idea.

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17/03/2025

In 1985, finance ministers from France, Germany, Japan, the United Kingdom, and the United States came to an agreement in the Plaza Hotel in New York City to intentionally devalue the US dollar. Could such an accord take place this year at President Trump’s Mar-a-Lago estate?

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