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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) #### [Greenland and the future of Arctic security](https://blog.syzgroup.com/slow-food-for-thought/greenland-and-the-future-of-arctic-security) NATO allies are sending troops to Greenland to defend Danish sovereignty and the United States is threatening them with tariffs for doing so. Greenland, long a quiet corner of the Arctic, is suddenly at the centre of a transatlantic confrontation. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 21/01/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Trump wants to make America more affordable. Will it work?](https://blog.syzgroup.com/slow-food-for-thought/trump-wants-to-make-america-more-affordable.-will-it-work) Housing affordability has become one of the most powerful political issues in the US. The question is whether the proposed solutions target the real problem, or just blame the easiest target. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 20/01/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The “Donroe Doctrine”](https://blog.syzgroup.com/slow-food-for-thought/the-donroe-doctrine) After months of escalating tensions, on 3 January the United States carried out a large-scale operation in Venezuela, extracting President Nicolás Maduro and First Lady Cilia Flores. President Donald Trump confirmed the move, stating that Washington would run the country until a transition could be put in place. Suddenly, a doctrine born two centuries ago is back on the front pages: the Monroe Doctrine. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 13/01/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The future of AI is Small Language Models (SLMs)](https://blog.syzgroup.com/slow-food-for-thought/the-future-of-ai-is-small-language-models-slms) It seems there has been a miscalculation within the AI industry. The industry assumed that progress required building ever larger language systems capable of tackling every conceivable task. These Large Language Models (LLMs) became the default solution, attracting immense investment and attention. In reality, most organisations do not need a Swiss Army knife when they are looking for a scalpel. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 08/01/2026 [investing](https://blog.syzgroup.com/slow-food-for-thought/tag/investing) #### [The trend is (still) our friend](https://blog.syzgroup.com/slow-food-for-thought/the-trend-is-still-our-friend) December AA Insights **[-](https://blog.syzgroup.com/slow-food-for-thought/author/-)** | 08/01/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Why the US is targeting Venezuela, and what it means for markets](https://blog.syzgroup.com/slow-food-for-thought/why-the-us-is-targeting-venezuela-and-what-it-means-for-markets) After months of escalating tensions, on 3 January, the United States carried out a large-scale operation in Venezuela, extracting President Nicolás Maduro and First Lady Cilia Flores. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 06/01/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [10 surprises 2026](https://blog.syzgroup.com/slow-food-for-thought/10-surprises-2026) Below are the top 10 events and surprises that could impact financial markets and the global economy in the New Year. These are not forecasts, but potential macroeconomic, geopolitical, or market events that are not anticipated by financial markets. We also try to assess the probability of occurrence (high, medium, low) of each of them. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 16/12/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The great split in the AI market](https://blog.syzgroup.com/slow-food-for-thought/the-great-split-in-the-ai-market) Gemini 3 has just been ranked as the best performing AI model, a reversal that few saw coming. A year ago, OpenAI models were leading the charts. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 09/12/2025 [Market Outlook](https://blog.syzgroup.com/slow-food-for-thought/tag/market-outlook) #### [Market Outlook 2026](https://blog.syzgroup.com/slow-food-for-thought/market-outlook-2026) H1 2026 **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 02/12/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The year in 10 charts - 2025](https://blog.syzgroup.com/slow-food-for-thought/the-year-in-10-charts-2025) The 2025 season is coming to an end. This year has been anything but quiet: Trump's historic return to the presidency, the April "Liberation Day" tariff shock, major AI breakthroughs, bitcoin's volatile journey, and a stunning market rebound. Here are ten stories to remember. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 02/12/2025 [❮](https://blog.syzgroup.com/slow-food-for-thought/page/8) [7](https://blog.syzgroup.com/slow-food-for-thought/page/7) [8](https://blog.syzgroup.com/slow-food-for-thought/page/8) [9](https://blog.syzgroup.com/slow-food-for-thought/page/9) [10](https://blog.syzgroup.com/slow-food-for-thought/page/10) [11](https://blog.syzgroup.com/slow-food-for-thought/page/11) [❯](https://blog.syzgroup.com/slow-food-for-thought/page/10) ## 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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