Posts by Matt Jones
Stephen Jen on the Iran War, Oil Prices and the Dollar
Stephen Jen on the Iran War, Oil Prices and the Dollar
Read MoreUS Breaking Point May be USD200 a Barrel
US Breaking Point May be USD200 a Barrel: In a recent Eurizon SLJ Capital research note, Stephen Jen and Fatih Yilmaz examine…
Read MoreStephen Jen on Economic Security, Manufacturing and the Dollar
Stephen Jen on Economic Security, Manufacturing and the Dollar
Read MoreStephen Jen on Policy Overreach, Globalisation and the Political Backlash
Stephen Jen on Policy Overreach, Globalisation and the Political Backlash
Read MoreChina is (Almost) Back
China is (Almost) Back: In a recent Eurizon SLJ Capital research note, Stephen Jen and Joana Freire examine China’s economic…
Read MoreStephen Jen on Iran, Market Risk and the Dollar Outlook
Stephen Jen on Iran, Market Risk and the Dollar Outlook
Read MoreMy thoughts on currencies, April 2026
Stephen Jen examines the market implications of the Iran War, arguing that the conflict may have more lasting geopolitical consequences than economic ones.
Read MoreUSD10 Trillion in Pledged FDI and the Triffin Dilemma
USD10 Trillion in Pledged FDI and the Triffin Dilemma: Stephen Jen and Joana Freire examine the implications of the large foreign direct investment pledges made to the U.S.
Read MoreMy thoughts on currencies, March 2026
Stephen Jen examines the market implications of the Iran War, describing it as a stagflationary shock that has interrupted an otherwise constructive global backdrop.
Read MoreInflation, Weak Growth, and What Comes Next for the UK
Episode 182: We break down UK inflation and weak retail data ahead of the Budget, key economic releases across Europe and Asia, and the latest US indicators as volatility pressures return.
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