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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) #### [2024 ended on diverging dynamics](https://blog.syzgroup.com/slow-food-for-thought/2024-ended-on-diverging-dynamics) Focus note **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 09/01/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The Macro Month Ahead: January 2025](https://blog.syzgroup.com/slow-food-for-thought/the-macro-month-ahead-january-2025) President Trump and the Year of the Snake **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 06/01/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The Macro Month Ahead: December 2024](https://blog.syzgroup.com/slow-food-for-thought/the-macro-month-ahead-december-2024) Some central banks’ treats in the Advent calendar **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 02/12/2024 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The Macro Month Ahead: November 2024](https://blog.syzgroup.com/slow-food-for-thought/the-macro-month-ahead-november-2024-0) A month to shape the future of the global economy **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 31/10/2024 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Europe’s existential need for more growth](https://blog.syzgroup.com/slow-food-for-thought/europes-existential-need-for-more-growth) Making tough decisions in tough times: can Europe rise to the challenge? **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 28/10/2024 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The Macro Month Ahead: October 2024](https://blog.syzgroup.com/slow-food-for-thought/the-macro-month-ahead-october-2024) Desynchronisation of global macro trends **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 02/10/2024 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [China: an unexpected package that matters for the short run](https://blog.syzgroup.com/slow-food-for-thought/china-an-unexpected-package-that-matters-for-the-short-run) Chinese authorities have intensified support for the struggling economy as slowing growth makes the 5% GDP target unrealistic. **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 27/09/2024 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [US Elections 2024](https://blog.syzgroup.com/slow-food-for-thought/us-elections-2024) As we approach the US Presidential election, the race remains highly uncertain, with both candidates neck and neck in the polls. The upcoming debates, along with recent events like Joe Biden's health issues and an assassination attempt on Donald Trump, have added to the unpredictability of this election, which could significantly impact the US economy and financial markets. Let's explore the key issues at stake and how the election outcome may affect equity and bond investments. **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 09/09/2024 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The Macro Month Ahead: September 2024](https://blog.syzgroup.com/slow-food-for-thought/the-macro-month-ahead-september-2024) The Fed joins the global rate cut cycle. **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 29/08/2024 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The Macro Month Ahead: August 2024](https://blog.syzgroup.com/slow-food-for-thought/the-macro-month-ahead-august-2024) No summer break for US politic and central bankers **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 05/08/2024 [❮](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud/page/1) [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/3) ## Straight from the Desk # Syz the moment Live feeds, charts, breaking stories, all day long. 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