Slow food for thought

Insights and research on global events shaping the markets

The 2024 season is coming to an end. What an eventful year it has been: the Magnificent 7 rally, the Bitcoin halving, Tesla's Cybercab reveal, geopolitical tensions and the US election. Here are ten stories to remember.

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 macro-economic, geopolitical or market events that are not anticipated by the financial markets. We also try to assess the probability of occurrence (high, medium, low) of each of them.

Argentina's Global X MSCI ETF (ARGT) is so far the best-performing country ETF of 2024, with record inflows last week. President Javier Milei's pro-capitalist reforms may have played a role in this surge.

Some central banks’ treats in the Advent calendar

|

02/12/2024

Solana and Ethereum are two dominant blockchains in the crypto sector, each boasting robust DeFi ecosystems and a plethora of diverse applications. The two blockchains are often seen as competitors. How do they compare?

Is it the “trade of the century”? MicroStrategy’s stock price soared 600% in the past 12 months, thanks to the audacious Bitcoin strategy of its visionary founder, Michael Saylor.

Treasury scenarios for 2025: fiscal policy, inflation, and yield projection

|

08/11/2024

A month to shape the future of the global economy

|

31/10/2024

Driverless vehicles are no longer science fiction. The race to dominate the emerging Robotaxi market is heating up as companies push to be the first to hit the roads.

1 2 3 4 5

Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks