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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) - [investing](https://blog.syzgroup.com/slow-food-for-thought/tag/investing) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thought/tag/market-outlook) - [Weekly Equities](https://blog.syzgroup.com/slow-food-for-thought/tag/weekly-equities) - [geopolitics](https://blog.syzgroup.com/slow-food-for-thought/tag/geopolitics) - [Crypto](https://blog.syzgroup.com/slow-food-for-thought/tag/crypto) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thought/tag/swiss-perspectives) [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The rise of national capitalism](https://blog.syzgroup.com/slow-food-for-thought/the-rise-of-national-capitalism) As global trust in open markets erodes, national capitalism is emerging as a new strategy where states reclaim control over production, trade, and security to serve sovereign interests. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 01/04/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Investors eye Russian markets as Ukraine War nears end](https://blog.syzgroup.com/slow-food-for-thought/investors-eye-russian-markets-as-ukraine-war-nears-end) As diplomatic talks between the US, Russia, and Ukraine continue, investors are closely watching for potential opportunities in a re-opened Russian market despite the significant risks that remain. The prospect of a ceasefire and improved relations between Moscow and Washington has triggered speculation about the future of sanctions and possible market access, fuelling interest in Russian assets that have been largely off-limits since the war began. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 25/03/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Our 10 big ideas - 2025](https://blog.syzgroup.com/slow-food-for-thought/our-10-big-ideas-2025) Having great ideas is a great idea. **[-](https://blog.syzgroup.com/slow-food-for-thought/author/-)** | 17/03/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Talks of a Mar-a-Lago Accord: is a new currency deal plausible?](https://blog.syzgroup.com/slow-food-for-thought/talks-of-a-mar-a-lago-accord-is-a-new-currency-deal-plausible) In 1985, finance ministers from France, Germany, Japan, the United Kingdom, and the United States came to an agreement in the Plaza Hotel in New York City to intentionally devalue the US dollar. Could such an accord take place this year at President Trump’s Mar-a-Lago estate? **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 14/03/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The Macro Month Ahead: March 2025](https://blog.syzgroup.com/slow-food-for-thought/the-macro-month-ahead-march-2025) Burgeoning uncertainties and four major interrogations ahead of spring **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 03/03/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Spain’s surprising comeback: what’s behind it?](https://blog.syzgroup.com/slow-food-for-thought/spains-surprising-comeback-whats-behind-it) Just a decade ago, Spain was grappling with the aftermath of a severe financial crisis, high unemployment, and sluggish growth. Fast forward to 2024, and the country has emerged as one of Europe’s fastest-growing economies, outpacing major players like Germany and France. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 27/02/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [AI: sell the DeepSeek threat or buy the dip?](https://blog.syzgroup.com/slow-food-for-thought/ai-sell-the-deepseek-threat-or-buy-the-dip) Following the sharp decline recorded on DeepSeek Day (27 January 2025), the hardest-hit stocks have, on average, recovered 89% of their losses as of 19 February 2025 close. **[Gaël Combes](https://blog.syzgroup.com/slow-food-for-thought/author/gaël-comb)** | 21/02/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Dry January, dry alcohol industry](https://blog.syzgroup.com/slow-food-for-thought/dry-january-dry-alcohol-industry) This article explores what is driving the alcohol industry downturn and where the industry is headed. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)** | 20/02/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [President Trump opens discussion with President Putin on Ukraine – What’s next?](https://blog.syzgroup.com/slow-food-for-thought/president-trump-opens-discussion-with-president-putin-on-ukraine-whats-next) After nearly three years of conflict, recent reports indicating the beginning of serious discussions aimed at ending the war offer a glimmer of hope for financial markets. This new initiative, spearheaded by the US, has the potential to provide a crucial shift in geopolitical dynamics and market sentiment. However, the path to resolution remains fraught with complexities, particularly regarding the role of Ukraine and Europe in the negotiations. **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 19/02/2025 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [AI infrastructure: the race for data centres rages on](https://blog.syzgroup.com/slow-food-for-thought/ai-infrastructure-the-race-for-data-centres-rages-on) The global competition for AI-related technology is intensifying in 2025. **[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)** | 13/02/2025 [❮](https://blog.syzgroup.com/slow-food-for-thought/tag/focus/page/12) [11](https://blog.syzgroup.com/slow-food-for-thought/tag/focus/page/11) [12](https://blog.syzgroup.com/slow-food-for-thought/tag/focus/page/12) [13](https://blog.syzgroup.com/slow-food-for-thought/tag/focus/page/13) [14](https://blog.syzgroup.com/slow-food-for-thought/tag/focus/page/14) [15](https://blog.syzgroup.com/slow-food-for-thought/tag/focus/page/15) [❯](https://blog.syzgroup.com/slow-food-for-thought/tag/focus/page/14) ## Straight from the Desk # Syz the moment Live feeds, charts, breaking stories, all day long. 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