Slow food for thought
Insights and research on global events shaping the markets
After nearly three years of conflict, recent reports indicating the beginning of serious discussions aimed at ending the war offer a glimmer of hope for financial markets. This new initiative, spearheaded by the US, has the potential to provide a crucial shift in geopolitical dynamics and market sentiment. However, the path to resolution remains fraught with complexities, particularly regarding the role of Ukraine and Europe in the negotiations.
The global competition for AI-related technology is intensifying in 2025.
Brace for a high-stake election in Germany while US tariffs are deployed
President Trump and the Year of the Snake
Some central banks’ treats in the Advent calendar
A month to shape the future of the global economy
Making tough decisions in tough times: can Europe rise to the challenge?
Desynchronisation of global macro trends
Chinese authorities have intensified support for the struggling economy as slowing growth makes the 5% GDP target unrealistic.
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