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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 Macro Team

Macro Monthly: Inflation versus growth, China and Recession fears

By Macro Team | January 9, 2023

Inflation versus growth, China and recession fears are among the themes set to dominate markets this month…

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Which 4 themes will influence markets in August?

By Macro Team | August 3, 2022

Which 4 themes will influence markets in August? From global inflation to the US Dollar…

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Just as the US and Europe slow, will China’s economy accelerate?

By Macro Team | July 15, 2022

Macro-monthly: Just as the US and Europe slow, will China’s economy accelerate?

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Which dominant economic shock will fade first?

By Macro Team | June 13, 2022

Macro-monthly: Which dominant economic shock will fade first?

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USD – A structural ‘Dollar Smile’ trough?

By Macro Team | May 17, 2022

Macro-monthly: USD – A structural ‘Dollar Smile’ trough?

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The US and China – Three themes for the month ahead

By Macro Team | February 7, 2022

The US and China – 3 themes for the month ahead. An audio extract from our Macro Monthly Newsletter.

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Recent Posts

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