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Eurizon SLJ Capital
  • Being Eurizon
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    • Investments Overview
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    • Bond Aggregate RMB Strategy
    • Enhanced Currency Strategy
    • Global Macro Strategy
  • Research
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      • The problem is debt, not the debt ceiling
      • Rapid Erosion of USD Dominance as a Reserve Currency
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Archive for January 2015

EM’s Bad Case of QE Hangover

By Stephen Jen | January 7, 2015

While the dollar is not necessarily under-valued, it is under-owned.

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Recent Posts

  • The Bank of England’s Balancing Act & the Fed’s Dilemma
  • Central Banks, CPI, and the Big Macro Balancing Act
  • A Budget, A Blackout, and A Billion-Dollar Shutdown
  • Driving in the Dark: Markets Await Clarity
  • Uncertainty Everywhere: Japan, Europe, and the US Shutdown

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