Benzinga: Dollar Smile Theory Inventor Says Greenback May Decline Another 10-15%
"The already subdued level of economic activity in major parts of the world will, ironically, likely prevent global demand from collapsing,"
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Markets Insider: The US dollar could weaken another 15% over the next 18 months as cooling inflation prompts the Fed to cut rates, research firm says
"We expect US inflation to continue to decline at roughly the same pace as it rose in 2021 and the first half of 2022..."
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Bloomberg: Dollar may fall another 15% on Peak Rate Bets, Eurizon Says
The dollar is vulnerable to sliding another 10% to 15% in the next year and a half as cooling inflation allows the Federal Reserve to cut interest rat
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Bloomberg: Playing Catch-Up
“The economies of the US and Europe are still operating at levels that are meaningfully below their pre-pandemic trend of shadow capacity”
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Ejecutivos: Emerging markets and their investment opportunities in 2023
Despite a hostile geopolitical backdrop, a fast-moving Federal Reserve, slowing China and persistent global inflation, it has been a resilient year fo
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Bloomberg: US Debt Limit Threat May Make China the Winner
“Given the bickering in the US, it is no longer clear that the US’s form of democracy clearly works better than the autocratic CCP approach,”
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Estrategias de inversion: Will China help the markets rise?
For the economy, this means that, barring accidents, China's recovery could come sooner, perhaps as soon as after Chinese New Year...
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Bloomberg: Conviction Eludes Emerging-Market Rebound as Pain Points Remain
The Fed may pivot over the coming months, just as a policy-driven growth acceleration in China boosts demand for developing-nations’ goods...
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Bloomberg: US-China Rivalry May Shape 2023 for the World
The great competition between the US and China—which only intensified in 2022—will likely be the most important theme of the coming decades, longt
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Wall Street Journal: An Epic Dollar Rally Goes Into Reverse—and Investors Expect Further Declines
Stephen Jen, chief executive of the hedge fund Eurizon SLJ Capital, expects the dollar to fall 10% to 15% next year against major peers...
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Matt Jones
Head of Distribution
+44 7716 639835
matthew.jones@eurizonslj.com
