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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) #### [Taking the lid off gold prices](https://blog.syzgroup.com/slow-food-for-thought/taking-the-lid-off-gold-prices) Gold has erased all of its year-to-date gains, driven by a combination of factors. **[Névine Pollini](https://blog.syzgroup.com/slow-food-for-thought/author/névine-pollini)** | 16/06/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Hyperliquid, the decentralised exchange challenging crypto’s giants and building a bridge to traditional finance](https://blog.syzgroup.com/slow-food-for-thought/hyperliquid-the-decentralised-exchange-challenging-cryptos-giants-and-building-a-bridge-to-traditional-finance) The most interesting crypto story of 2026 is not the loudest one. Built by an eleven-person team with no outside investors, Hyperliquid has become one of the dominant trading venues in digital assets. But it is also extending on-chain trading into traditional market exposures. On the platform, users can take positions on oil, gold, indices, tokenised equities such as Tesla or Nvidia, and even synthetic exposure to SpaceX before its public listing. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 16/06/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The 10 million initiative and its potential impact on Switzerland's economy and financial markets](https://blog.syzgroup.com/slow-food-for-thought/the-10-million-initiative-and-its-potential-impact-on-switzerlands-economy-and-financial-markets) The “10 Million Initiative” seeks to keep Switzerland’s permanent resident population below 10 million before 2050, mainly by gradually tightening immigration rules... **[Reto Cueni, PhD](https://blog.syzgroup.com/slow-food-for-thought/author/reto-cueni)** | 12/06/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Will the IPO wave derail equities?](https://blog.syzgroup.com/slow-food-for-thought/will-the-ipo-wave-derail-equities) It is probably the question landing most often on desks right now. The fear is easy to understand. A record pipeline of mega-listings is arriving into a market that is already stretched and heavily concentrated in AI, and the capital needed to absorb that supply has to come from somewhere. The history and the demand backdrop all argue that the fear is largely misplaced, yet the real risk is not the one investors are focusing on. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 11/06/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [How GPUs are becoming the hottest asset class](https://blog.syzgroup.com/slow-food-for-thought/how-gpus-are-becoming-the-hottest-asset-class) Not long ago, GPU chips were a gamer's luxury. Today, they are rapidly evolving into a distinct asset class, one that investors can finance, collateralize, lease, and even treat as yield-generating infrastructure. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 09/06/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [How AI will reshape wealth management career paths](https://blog.syzgroup.com/slow-food-for-thought/how-ai-will-reshape-wealth-management-career-paths) A senior advisor at a US practice recently got back four to six hours of her week. Not through a restructuring or thanks to a new hire, but through automation that now handles what used to be meeting preparation. She spent those hours with clients. Her book grew. That story is quietly repeating itself across the industry, and it is just the beginning of what becomes possible. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 02/06/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [SpaceX’s next mission leads to Wall Street](https://blog.syzgroup.com/slow-food-for-thought/spacexs-next-mission-leads-to-wall-street) This June, SpaceX is expected to list on Nasdaq at a valuation of $1.75 trillion, surpassing Saudi Aramco's 2019 debut as the largest IPO on record. Welcome to the most audacious IPO ever attempted. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 27/05/2026 [investing](https://blog.syzgroup.com/slow-food-for-thought/tag/investing) #### [Oil shock meets AI boom](https://blog.syzgroup.com/slow-food-for-thought/oil-shock-meets-ai-boom) Why markets are shrugging off the Iran war — and whether it can last **[-](https://blog.syzgroup.com/slow-food-for-thought/author/-)** | 26/05/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [From Made in China to Made by China](https://blog.syzgroup.com/slow-food-for-thought/from-made-in-china-to-made-by-china) The country America tried to contain through tariffs and chip export bans has become the world’s fastest-growing AI market, largest EV exporter, and a formidable rival in the very technologies the West sought to keep out of reach. As Donald Trump landed in Beijing on May 13th for his high-stakes summit with Xi Jinping, the symbolism mattered as much as the outcome. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 19/05/2026 [❮](https://blog.syzgroup.com/slow-food-for-thought/page/4) [3](https://blog.syzgroup.com/slow-food-for-thought/page/3) [4](https://blog.syzgroup.com/slow-food-for-thought/page/4) [5](https://blog.syzgroup.com/slow-food-for-thought/page/5) [6](https://blog.syzgroup.com/slow-food-for-thought/page/6) [7](https://blog.syzgroup.com/slow-food-for-thought/page/7) [❯](https://blog.syzgroup.com/slow-food-for-thought/page/6) ## Straight from the Desk # Syz the moment Live feeds, charts, breaking stories, all day long. [Discover more](https://blog.syzgroup.com/syz-the-moment?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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