Slow food for thought

Insights and research on global events shaping the markets

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.

As we head into Jackson Hole's symposium by the end of the week, what's next for stocks? Below, we look at the good, the bad and the ugly sides of the current fundamental and technical backdrop.

No summer break for US politic and central bankers

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05/08/2024

Ever since the launch of ChatGPT, the words “Generative AI” have taken over headlines, earnings releases, and everyday conversations. While the birth of AI can be traced back to the 50’s, it is the recent momentous advancements in this space that have opened the layman’s eyes to the potential AI has of transforming different aspects of life and industry.

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