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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## **Slow food** for thought Insights and research on global events shaping the markets - [All](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) - [Asset Allocation Insights](https://blog.syzgroup.com/slow-food-for-thought/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thought/tag/market-outlook) [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Gradually, then suddenly: public debt sustainability in developed economies](https://blog.syzgroup.com/slow-food-for-thought/gradually-then-suddenly-public-debt-sustainability-in-developed-economies) "How did you go bankrupt?" "Two ways. Gradually, then suddenly." Hemingway's famous exchange captures a recuring and growing concern surrounding the sustainability of sovereign debt. **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 16/06/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [France public debt: a slow-motion train wreck in the making](https://blog.syzgroup.com/slow-food-for-thought/france-public-debt-a-slow-motion-train-wreck-in-the-making) C’est reparti pour un tour… **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 29/08/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The Macro Month Ahead: June 2025](https://blog.syzgroup.com/slow-food-for-thought/the-macro-month-ahead-june-2025) A central bankers’ update **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 02/06/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The Macro Month Ahead: May 2025](https://blog.syzgroup.com/slow-food-for-thought/the-macro-month-ahead-may-2025) May this new month bring visibility to the economic and financial outlook, after the upheaval triggered by 2 April tariff announcements and their aftermath! **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 02/05/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Repricing the dollar: cyclical moves or structural shift?](https://blog.syzgroup.com/slow-food-for-thought/repricing-the-dollar-cyclical-moves-or-structural-shift) The US dollar has experienced a notable shift in direction this year so far, surprising many investors and policymakers alike. **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 25/04/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The Macro Month Ahead: April 2025](https://blog.syzgroup.com/slow-food-for-thought/the-macro-month-ahead-april-2025) Looking for early impacts of President Trump on the global economy **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 01/04/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The Macro Month Ahead: March 2025](https://blog.syzgroup.com/slow-food-for-thought/the-macro-month-ahead-march-2025) Burgeoning uncertainties and four major interrogations ahead of spring **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 03/03/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [President Trump opens discussion with President Putin on Ukraine – What’s next?](https://blog.syzgroup.com/slow-food-for-thought/president-trump-opens-discussion-with-president-putin-on-ukraine-whats-next) 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. **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 19/02/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [AI infrastructure: the race for data centres rages on](https://blog.syzgroup.com/slow-food-for-thought/ai-infrastructure-the-race-for-data-centres-rages-on) The global competition for AI-related technology is intensifying in 2025. **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 13/02/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Macro Month Ahead – February 2025 - Brace for a high-stake election in Germany while US tariffs are deployed](https://blog.syzgroup.com/slow-food-for-thought/macro-month-ahead-february-2025) Brace for a high-stake election in Germany while US tariffs are deployed **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 04/02/2025 [1](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud/page/1) [2](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud/page/2) [3](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud/page/3) [4](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud/page/4) [❯](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud/page/2) ## Straight from the Desk # Syz the moment Live feeds, charts, breaking stories, all day long. 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