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Eurizon SLJ Capital
  • Being Eurizon
  • Investments
    • Investments Overview
    • Local Emerging Markets Debt Strategy
    • Bond Aggregate RMB Strategy
    • Enhanced Currency Strategy
    • Global Macro Strategy
  • Research
    • Research
    • Advisory Services
    • The Dollar Smile
      • The problem is debt, not the debt ceiling
      • Rapid Erosion of USD Dominance as a Reserve Currency
  • Insights
    • Insights
    • Podcasts
  • Our Team
  • Media

Macro Research

Episode 31: The Long & Short of the Week Ahead

By Matt Jones | December 3, 2021

Episode 31: Omicron & the Federal Reserve

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Transitory Retirement?

By Neil Staines | December 3, 2021

There have been two significant developments since last week…

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Episode 30: The Long & Short of the Week Ahead

By Matt Jones | November 26, 2021

Episode 30: From US employment data, to new Covid variants…

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On a Roll?

By Neil Staines | November 26, 2021

From our perspective, the fundamental backdrop continues to support USD appreciation…

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Episode 29: The Long & Short of the Week Ahead

By Matt Jones | November 19, 2021

Episode 29: Thanksgiving – US retail sales, Fed minutes and Europe PMI…

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Ain’t No Stoppin’ US Now?

By Neil Staines | November 19, 2021

From where we stand there is little to suggest that the US is stoppin’ now…

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Episode 28: The Long & Short of the Week Ahead

By Matt Jones | November 15, 2021

Episode 28: UK September employment and October retail sales data, China, and US inflation…

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Lest We Forget?

By Neil Staines | November 11, 2021

Against the backdrop of Remembrance Day, it is perhaps a worthy time to take a step back and contemplate, reflect…

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CE3 Central Banks – Rushing for the Door

By Alan Wilson | November 5, 2021

Over recent weeks, we have noted a hawkish shift at most emerging market central banks in response to…

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Episode 27: The Long & Short of the Week Ahead

By Matt Jones | November 5, 2021

Episode 27: Bonfire Night – will there be fireworks in the markets? The Bank of England, US CPI and European investor confidence…

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Recent Posts

  • Post-Election Contrarian Views: Inflation or Disinflation? Dollar Strength or Weakness?
  • The Intersection of Fiscal Policies, Central Banks, and the US Election
  • Fiscal Policies and Election Economics: Insights from the UK, US, and Japan
  • UK Budget, Bank of England & Global Macro Volatility
  • UK Growth, China Stimulus, and ECB Expectations

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