---
title: Slow food for thought | Focus (13)
description: Focus | Slow food for thought (13)
---

[![Syz Private banking](https://blog.syzgroup.com/hs-fs/hubfs/Logo.png?width=140&name=Logo.png "Syz Private banking")](https://www.syzgroup.com/fr)

## **Thinking** out loud

[Subscribe](https://25733253.hs-sites-eu1.com/newsletter-signup?hsLang=en)

[![Contact Us](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2)

- [OUR SERVICES](https://www.syzgroup.com/en/private-banking)
- [ABOUT SYZ](https://www.syzgroup.com/en/about/welcome-to-syz)
- [CAREERS](https://www.syzgroup.com/en/careers)
- [PRESS](https://www.syzgroup.com/en/news)
- [Blog Homepage](https://blog.syzgroup.com) 
    - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) 
          - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus)
          - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights)
          - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook)
          - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives)
    - [Syz the moment](https://blog.syzgroup.com/syz-the-moment)
    - [Crypto corner](https://blog.syzgroup.com/crypto-corner)
    - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights)
    - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) 
          - [The week in seven charts](https://blog.syzgroup.com/fast-food-for-thoughts/tag/the-week-in-seven-charts)
          - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash)
          - [Fixed Income Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income)
          - [Equity Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities)
          - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook)
- [CONTACT](https://www.syzgroup.com/en/contact-us/form)
- [ENGLISH](https://www.syzgroup.com/)
- [FRANÇAIS](https://www.syzgroup.com/fr)

- [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) 
    - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus)
    - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights)
    - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook)
    - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives)
- [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) 
    - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash)
    - [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income)
    - [The week in seven charts](https://blog.syzgroup.com/slow-food-for-thoughts/tag/the-week-in-seven-charts)
    - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook)
    - [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities)
- [Syz the moment](https://blog.syzgroup.com/syz-the-moment)
- [Crypto corner](https://blog.syzgroup.com/crypto-corner)
- [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights)
- [Our Services](https://www.syzgroup.com/en/private-banking)
- [About Syz](https://www.syzgroup.com/en/about/welcome-to-syz)
- [Careers](https://www.syzgroup.com/en/careers)
- [Press](https://www.syzgroup.com/en/news)
- [Contact](https://www.syzgroup.com/en/contact-us/form)
- [English](https://www.syzgroup.com/)
- [Français](https://www.syzgroup.com/fr)

## **Sign-up** for our newsletter

 This website uses cookies to enhance user navigation and to collect statistical data. You can change your settings below to refuse the use of cookies. For more information, please refer to the [Cookies policy](https://www.syzgroup.com/en/legal-notices).

 Mandatory cookies

 Functional cookies

 Statistics & marketing

I confirm I am not a US citizen residing in the US

I confirm I am not accessing this site from the US

I confirm that I am not a resident of Canada (except for Ontario, Quebec, British Columbia or Alberta).

Agree and confirm

### Restricted access

We are sorry that for legal reasons we are not able to help US citizens or Canadian residents other than in Ontario, Quebec, or Alberta. Best wishes for the future…

### Restricted access

We are sorry that for legal reasons we are not able to help US citizens or Canadian residents other than in Ontario, Quebec, or Alberta. Best wishes for the future…

You chose the following profile. If you made a mistake, please change here USA

Country

Switzerland Canada: Other than Ontario, Quebec, Alberta Canada: Ontario, Quebec or Alberta USA Other country

Language

Language English French German Italian

I confirm

Legal information

This marketing document has been issued by Bank Syz Ltd. It is not intended for distribution to, publication, provision or use by individuals or legal entities that are citizens of or reside in a state, country or jurisdiction in which applicable laws and regulations prohibit its distribution, publication, provision or use. It is not directed to any person or entity to whom it would be illegal to send such marketing material.

This document is intended for informational purposes only and should not be construed as an offer, solicitation or recommendation for the subscription, purchase, sale or safekeeping of any security or financial instrument or for the engagement in any other transaction, as the provision of any investment advice or service, or as a contractual document. Nothing in this document constitutes an investment, legal, tax or accounting advice or a representation that any investment or strategy is suitable or appropriate for an investor's particular and individual circumstances, nor does it constitute a personalized investment advice for any investor.

This document reflects the information, opinions and comments of Bank Syz Ltd. as of the date of its publication, which are subject to change without notice. The opinions and comments of the authors in this document reflect their current views and may not coincide with those of other   
 Syz Group entities or third parties, which may have reached different conclusions. The market valuations, terms and calculations contained herein are estimates only. The information provided comes from sources deemed reliable, but Bank Syz Ltd. does not guarantee its completeness, accuracy, reliability and actuality. Past performance gives no indication of nor guarantees current or future results. 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)
- [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thought/tag/swiss-perspectives)
- [geopolitics](https://blog.syzgroup.com/slow-food-for-thought/tag/geopolitics)
- [Crypto](https://blog.syzgroup.com/slow-food-for-thought/tag/crypto)

<https://blog.syzgroup.com/slow-food-for-thought/repricing-the-dollar-cyclical-moves-or-structural-shift>

[Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus)

#### [Repricing the dollar: cyclical moves or structural shift?](https://blog.syzgroup.com/slow-food-for-thought/repricing-the-dollar-cyclical-moves-or-structural-shift)

The US dollar has experienced a notable shift in direction this year so far, surprising many investors and policymakers alike.

**[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)**

|

25/04/2025

<https://blog.syzgroup.com/slow-food-for-thought/out-of-this-world-the-thrill-of-space-tourism>

[Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus)

#### [Out of this world: the thrill of space tourism](https://blog.syzgroup.com/slow-food-for-thought/out-of-this-world-the-thrill-of-space-tourism)

Once the stuff of science fiction, space tourism is fast becoming a reality—reserved for few, watched by millions, and sparking profound questions about the future of our planet.

**[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)**

|

23/04/2025

<https://blog.syzgroup.com/slow-food-for-thought/five-financial-bubbles-in-market-history>

[Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus)

#### [Five financial bubbles in market history](https://blog.syzgroup.com/slow-food-for-thought/five-financial-bubbles-in-market-history)

This article explores five of the most famous financial bubbles in history. As capital floods into the technology sector, one question lingers: could AI be the next bubble?

**[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/slow-food-for-thought/author/charles-henry-monchau)**

|

16/04/2025

<https://blog.syzgroup.com/slow-food-for-thought/the-week-the-safe-haven-cracked-us-treasuries-worst-collapse-since-2001>

[Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus)

#### [The week the safe haven cracked: US Treasuries’ worst collapse since 2001](https://blog.syzgroup.com/slow-food-for-thought/the-week-the-safe-haven-cracked-us-treasuries-worst-collapse-since-2001)

Between 4 April and 11 April 2025, the US Treasury market experienced its worst weekly selloff in over two decades.

**[Gaël Fichan](https://blog.syzgroup.com/slow-food-for-thought/author/gaël-fichan)**

|

15/04/2025

<https://blog.syzgroup.com/slow-food-for-thought/the-macro-month-ahead-april-2025>

[Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus)

#### [The Macro Month Ahead: April 2025](https://blog.syzgroup.com/slow-food-for-thought/the-macro-month-ahead-april-2025)

Looking for early impacts of President Trump on the global economy

**[Adrien Pichoud](https://blog.syzgroup.com/slow-food-for-thought/author/adrien-pichoud)**

|

01/04/2025

<https://blog.syzgroup.com/slow-food-for-thought/the-rise-of-national-capitalism>

[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

<https://blog.syzgroup.com/slow-food-for-thought/investors-eye-russian-markets-as-ukraine-war-nears-end>

[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

<https://blog.syzgroup.com/slow-food-for-thought/our-10-big-ideas-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

<https://blog.syzgroup.com/slow-food-for-thought/talks-of-a-mar-a-lago-accord-is-a-new-currency-deal-plausible>

[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

<https://blog.syzgroup.com/slow-food-for-thought/the-macro-month-ahead-march-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

[❮](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.

[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.

Follow us

## **Thinking** out loud

- <https://www.linkedin.com/company/syz-group>
- <https://twitter.com/SYZ_Group>
- <https://www.facebook.com/Syzgroup>
- <https://www.youtube.com/channel/UCqYkMqGRB-DaDaggM8fTW8g>

## **Investing** with intelligence

Our latest research, commentary and market outlooks

#### [Weekly Market Update](https://blog.syzgroup.com/fast-food-for-thoughts/tag/weekly-market-update?hsLang=en)

#### [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus?hsLang=en)

#### [Asset Allocation Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights?hsLang=en)

#### [Semi-annual Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/semi-annual-outlook?hsLang=en)

- [Contact](https://www.syzgroup.com/en/contact-us/form)
- [Terms & conditions](https://www.syzgroup.com/sites/default/files/document/2021-12/001-2_en-general_terms_and_conditions_w.pdf)
- [Data protection notice](https://www.syzgroup.com/en/data-protection-notice)
- [Cookies policy](https://www.syzgroup.com/en/legal-notices)
- [Syzgroup.com](https://www.syzgroup.com/)