Slow food for thought

Insights and research on global events shaping the markets

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.

Having great ideas is a great idea.

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17/03/2025

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?

Burgeoning uncertainties and four major interrogations ahead of spring

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03/03/2025

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.

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.

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21/02/2025

This article explores what is driving the alcohol industry downturn and where the industry is headed.

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.

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19/02/2025

The global competition for AI-related technology is intensifying in 2025.

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13/02/2025

Why is the supply of bullion in London drying up while stocks in New York are at record levels?

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