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Eurizon SLJ Capital
  • Our Team
  • Investments
    • Investments Overview
    • Local Emerging Markets Debt Strategy
    • Bond Aggregate RMB Strategy
    • Enhanced Currency Strategy
    • Global Macro Strategy
  • Research
    • Research
    • Free Research Trial
    • 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

Posts by The Emerging Markets Team

Emerging Markets H2 Roadmap 2023

By The Emerging Markets Team | June 30, 2023

We remain convinced that it is a watershed moment for the asset class.

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Recent Posts

  • Inflation, Weak Growth, and What Comes Next for the UK
  • My thoughts on currencies, November 2025
  • Fiscal Strains, Hawkish Signals, and the Return of US Data
  • Holding, Waiting, Watching: The UK, China, and U.S. in Focus
  • The Bank of England’s Balancing Act & the Fed’s Dilemma

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