Slow food for thought

Insights and research on global events shaping the markets

Below are the top 10 events and surprises that could impact financial markets and the global economy in the New Year. These are not forecasts, but potential macro-economic, geopolitical or market events that are not anticipated by the financial markets. We also try to assess the probability of occurrence (high, medium, low) of each of them.

Argentina's Global X MSCI ETF (ARGT) is so far the best-performing country ETF of 2024, with record inflows last week. President Javier Milei's pro-capitalist reforms may have played a role in this surge.

Some central banks’ treats in the Advent calendar

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02/12/2024

Solana and Ethereum are two dominant blockchains in the crypto sector, each boasting robust DeFi ecosystems and a plethora of diverse applications. The two blockchains are often seen as competitors. How do they compare?

Is it the “trade of the century”? MicroStrategy’s stock price soared 600% in the past 12 months, thanks to the audacious Bitcoin strategy of its visionary founder, Michael Saylor.

Treasury scenarios for 2025: fiscal policy, inflation, and yield projection

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08/11/2024

A month to shape the future of the global economy

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31/10/2024

Driverless vehicles are no longer science fiction. The race to dominate the emerging Robotaxi market is heating up as companies push to be the first to hit the roads.

Making tough decisions in tough times: can Europe rise to the challenge?

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28/10/2024

The final countdown has begun with only two weeks left until the 2024 U.S. presidential election, and people are all in on the betting markets.

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25/10/2024

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