Slow food for thought

Insights and research on global events shaping the markets

Desynchronisation of global macro trends

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02/10/2024

Chinese authorities have intensified support for the struggling economy as slowing growth makes the 5% GDP target unrealistic.

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27/09/2024

With the US presidential elections just a few weeks away, we take a look at the economic and social program of the democratic candidate for the White House.

In recent years, the rise of stablecoins has strongly transformed the landscape of digital finance, with over $170 billion of these digital assets now held globally, according to CoinGecko.

China has surpassed the U.S. as the global leader in critical technologies, marking a significant shift in the technological landscape with major implications for innovation, security, and the global economy.

As we approach the US Presidential election, the race remains highly uncertain, with both candidates neck and neck in the polls. The upcoming debates, along with recent events like Joe Biden's health issues and an assassination attempt on Donald Trump, have added to the unpredictability of this election, which could significantly impact the US economy and financial markets. Let's explore the key issues at stake and how the election outcome may affect equity and bond investments.

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09/09/2024

Argentina's economy has fluctuated between prosperity and crisis, with recent austerity under President Milei reducing inflation but worsening poverty and increasing reliance on foreign investment, leaving the country vulnerable.

Eastern Europe's post-communist lag has shifted to rapid growth, showcasing the impact of EU integration.

The Fed joins the global rate cut cycle.

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29/08/2024

In the athletic footwear industry, established brands have long dominated, but newer players are quietly gaining attention from athletes and casual consumers alike.

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