--- title: Slow food for thought | Charles-Henry Monchau, CFA, CMT, CAIA (5) description: Chief Investment Officer (5) --- [![Syz Private banking](https://blog.syzgroup.com/hs-fs/hubfs/Logo.png?width=140&name=Logo.png "Syz Private banking")](https://www.syzgroup.com/fr) ## **Thinking** out loud [Subscribe](https://25733253.hs-sites-eu1.com/newsletter-signup?hsLang=en) [![Contact Us](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2) - [OUR SERVICES](https://www.syzgroup.com/en/private-banking) - [ABOUT SYZ](https://www.syzgroup.com/en/about/welcome-to-syz) - [CAREERS](https://www.syzgroup.com/en/careers) - [PRESS](https://www.syzgroup.com/en/news) - [Blog Homepage](https://blog.syzgroup.com) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [The week in seven charts](https://blog.syzgroup.com/fast-food-for-thoughts/tag/the-week-in-seven-charts) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Fixed Income Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [Equity Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [CONTACT](https://www.syzgroup.com/en/contact-us/form) - [ENGLISH](https://www.syzgroup.com/) - [FRANÇAIS](https://www.syzgroup.com/fr) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [The week in seven charts](https://blog.syzgroup.com/slow-food-for-thoughts/tag/the-week-in-seven-charts) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Our Services](https://www.syzgroup.com/en/private-banking) - [About Syz](https://www.syzgroup.com/en/about/welcome-to-syz) - [Careers](https://www.syzgroup.com/en/careers) - [Press](https://www.syzgroup.com/en/news) - [Contact](https://www.syzgroup.com/en/contact-us/form) - [English](https://www.syzgroup.com/) - [Français](https://www.syzgroup.com/fr) ## **Sign-up** for our newsletter This website uses cookies to enhance user navigation and to collect statistical data. 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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) #### [Iran war: impact on the global economy and financial markets](https://blog.syzgroup.com/slow-food-for-thought/iran-war-impact-on-the-global-economy-and-financial-markets) Rising tensions in Iran are sending shockwaves through energy and financial markets. Global oil flows, inflation expectations, and market sentiment are all under pressure. In this climate of uncertainty, careful observation and strategic positioning are key. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 02/03/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The end of cheap memory](https://blog.syzgroup.com/slow-food-for-thought/the-end-of-cheap-memory) Memory chips underpin every layer of the modern technology stack, yet the market that produces them has entered a period of structural constraint with no near-term resolution. The implications for companies dependent on predictable hardware access are becoming increasingly material. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 25/02/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The SCOTUS tariff ruling](https://blog.syzgroup.com/slow-food-for-thought/the-scotus-tariff-ruling) On Friday, the Supreme Court struck down the centerpiece of President Trump’s second-term tariff agenda. But the ruling did not end the tariff push, it simply forced the administration to rely on different legal tools to keep them in place. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 24/02/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Truflation](https://blog.syzgroup.com/slow-food-for-thought/truflation) The inflation signal economists are not paying enough attention to **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 20/02/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The “Software Winter”](https://blog.syzgroup.com/slow-food-for-thought/the-software-winter) The iShares Expanded Tech-Software ETF (IGV), treated as the benchmark for the sector, has slid almost 30% from its September peak, a sharp reversal for what was considered one of the market’s safest growth franchises. Every technological cycle produces its moment of doubt. For software, that moment may be now. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 17/02/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Small modular reactors: the nuclear comeback, rebuilt for the 21st century](https://blog.syzgroup.com/slow-food-for-thought/small-modular-reactors-the-nuclear-comeback-rebuilt-for-the-21st-century) Nuclear power is getting a second life, but not in the form most people imagine. Instead of massive concrete giants, the future may come from compact reactors built in factories and shipped like industrial equipment. As global energy demand surges and grids strain under new pressures, small modular reactors are suddenly at the centre of the conversation. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 11/02/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The growing market for hair longevity](https://blog.syzgroup.com/slow-food-for-thought/the-growing-market-for-hair-longevity) Cosmo Pharmaceuticals’ successful Phase III trials in male hair loss has drawn attention to a market long seen as cosmetic. Growing demand for effective treatments has accelerated research and encouraged the rise of biotechnology companies exploring new approaches. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 10/02/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Bitcoin faces the quantum countdown](https://blog.syzgroup.com/slow-food-for-thought/bitcoin-faces-the-quantum-countdown) Over the past year, most of the market focused on bitcoin’s price swings and investor sentiment. While debates over regulation, adoption, and inflation dominated headlines, a new challenge quietly emerged: the rise of quantum computing. Bitcoin recently dipped as markets weighed these potential risks, raising questions about the cryptocurrency’s long-term security and resilience. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 03/02/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Markets react to Warsh’s Fed nomination](https://blog.syzgroup.com/slow-food-for-thought/markets-react-to-warshs-fed-nomination) Kevin Warsh has been named the next Chair of the Federal Reserve. Announced on 30 January 2026, the decision follows months of speculation and comes at a moment of heightened sensitivity around central-bank independence and the future path of interest rates. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 02/02/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Copper in a world that runs on electricity](https://blog.syzgroup.com/slow-food-for-thought/copper-in-a-world-that-runs-on-electricity) Over the past year, much of the market’s attention has been on gold and silver. While investors debated safe-haven flows, central bank buying and inflation risks, copper was quietly repricing. Year-to-date, copper is already up around 4%, following a gain of roughly 40% in 2025. Analysts are warning that demand could outpace supply within the next decade. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 27/01/2026 [❮](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/4) [3](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/3) [4](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/4) [5](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/5) [6](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/6) [7](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/7) [❯](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau/page/6) ## Straight from the Desk # Syz the moment Live feeds, charts, breaking stories, all day long. 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