Slow food for thought

Insights and research on global events shaping the markets

The central bank of central banks has issued the most detailed official warning yet on the AI investment boom. Unlike 1996, this one is not about prices; it is about financing, and credit markets are already listening. Here is what to watch.

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08/07/2026

The S&P 500 earnings yield has fallen below Treasury yields for the first sustained period since the dot-com era. Does this mark a new regime for equity investors?

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24/06/2026

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