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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

Posts by Joana Freire

The Ferguson Law and the US’ Fight for a Small Government

By Joana Freire | May 14, 2025
The Ferguson Law and the US Fight for a Small Government

The Trump Administration has been fighting to alter the trajectories of the US’ twin deficits…

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Another Avalanche Warning on the Asian Currencies

By Joana Freire | May 6, 2025

The Taiwan dollar (TWD) appreciated by 7.5 percent against the dollar over the first days of May, purportedly triggered…

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Made in the USA 2035

By Joana Freire | April 28, 2025

The economic rivalry between the US and China is intense partly because it is as much a technology war as a trade war.

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The Long-Awaited Dollar Correction Finally Commencing

By Joana Freire | April 7, 2025

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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A ‘Mar-a-Lago Accord’ on September 22, 2025?

By Joana Freire | January 28, 2025

A ‘Mar-a-Lago Accord’ on September 22, 2025?: Reached on September 22, 1985, the Plaza Accord was an agreement by the G5 countries to coordinate….

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High US Yields Not Likely Reflecting Sticky Inflation

By Joana Freire | September 8, 2023

In this note, we focus on the period in the mid-1970s between the two oil price and US inflation spikes.

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Shelter Inflation Elevated Due in Part to the Fed

By Joana Freire | July 13, 2023

US headline inflation has fallen as sharply as it had risen, but core inflation has been stubbornly sticky on the downside for the past six months

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A Dollar Avalanche Building in China

By Joana Freire | June 27, 2023

Chinese corporates continue to hoard dollars.

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The Problem is Debt, Not the Debt Ceiling

By Joana Freire | May 25, 2023

The looming risk of the debt ceiling triggering a default by the US is the urgent matter concerning investors.

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Europe to Stay on the Fence on China

By Joana Freire | May 19, 2023

The structural competition between the US and China could intensify further.

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Older Posts »

Recent Posts

  • Trade Volatility, Fiscal Drift, and Central Bank Signals
  • The Ferguson Law and the US’ Fight for a Small Government
  • Another Avalanche Warning on the Asian Currencies
  • Made in the USA 2035
  • Tariffs, Tightening, and Turning Points

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