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Eurizon SLJ Capital
  • Our Team
  • Investments
    • Co Eurizon SLJ EM Equity Magnificent 30 UCITS ETF
    • Co Eurizon SLJ EM Bond Strategic Income UCITS ETF
    • 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 Joana Freire

The Prospective Return of Industrial Policies

By Joana Freire | December 7, 2016

The process of globalisation will need to take a break, in light of the stresses it has imposed on…

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EM’s Bad Case of QE Hangover

By Joana Freire | January 7, 2015

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

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Emerging market growth engine shifting from beta to alpha: the case of Brazil

By Joana Freire | June 10, 2014

In the past decade, the emerging market economies have essentially been…

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PM Abe’s First Arrow Hits the Bulls-Eye

By Joana Freire | April 4, 2013

Like July 26, 2012, when Mr Draghi gave the famous Bumblebee speech, April 4, 2013, will be recorded in economic history books as another watershed in extraordinary central bank actions.

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Recent Posts

  • The Current Level of USDJPY: Stable but Unsustainable
  • The Left Side of the Dollar Smile Still Curved for Now
  • Stephen Jen on the Iran War, Oil Prices and the Dollar
  • US Breaking Point May be USD200 a Barrel
  • Stephen Jen on Economic Security, Manufacturing and the Dollar

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