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Eurizon SLJ is renowned for its in-house macroeconomic analysis and quantitative modelling. Our research capabilities allow the firm to generate insights on important global economic and policy issues, which are crucial to supporting the investment process. View our latest insights below.
Another Avalanche Warning on the Asian Currencies
The Taiwan dollar (TWD) appreciated by 7.5 percent against the dollar over the first days of May, purportedly triggered...
Made in the USA 2035
The economic rivalry between the US and China is intense partly because it is as much a technology war as a trade war.
Tariffs, Tightening, and Turning Points
Episode 158: UK: Activist Policy Ahead Amid Structural Weakness,
WSJ: Xi is ratcheting up China’s pain threshold for a long fight with Trump
In this follow-up note on the evolving US-China trade conflict, Stephen Jen provides a...
My thoughts on currencies
The future trajectory of the Trade War remains highly uncertain, with too many permutations for us to plan for...
FT: Is the world losing faith in the almighty US dollar?
Amid the market’s abrupt turn away from the “American Exceptionalism” narrative, Stephen Jen delivers a sharp and timely perspective on the doll
The Risks of Export Dumping by China
As tensions between Washington and Beijing escalate, Stephen Jen and Joana Freire explore a powerful second-order consequence: the redirection of Chin
Tariffs, Trade, and Turning Points: A Crucial Week for Global Markets
Episode 158: UK: Activist Policy Ahead Amid Structural Weakness,
WSJ: The dollar and the bond market’s ominous message for Trump
I think this editorial by Greg Ip underscores the biggest question mark in the market, besides the policy surprises: why US are bond yields not lower?
The Long-Awaited Dollar Correction Finally Commencing
We ceased to be dollar-positive some two years ago and stressed our bearish view on the dollar throughout H2 2024.
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