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Eurizon SLJ Capital
  • About Us
    • About Us
    • Being Eurizon
  • Investments
    • Investments Overview
    • Local Emerging Markets Debt
      • Local Emerging Markets Debt Fund
      • Local Emerging Markets Debt Strategy
    • Bond Aggregate RMB
      • Bond Aggregate RMB Fund
      • Bond Aggregate RMB Strategy
    • Enhanced Currency Strategy
    • Global Macro Strategy
  • Research
    • Research
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Posts by Neil Staines

Has the Fed tightening cycle been fully priced by markets?

By Neil Staines | May 23, 2022

The Long & Short of the Week ahead: Has the Fed tightening cycle been fully priced by markets?

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Episode 50: The Long & Short of the Week Ahead

By Neil Staines | May 20, 2022

Episode 50: Has the Fed tightening cycle been fully priced by markets?

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What Does a Hard Landing Look Like and Has It Already Happened?

By Neil Staines | May 20, 2022

The important question now is whether or not markets have priced too much uncertainty, too much forward-looking negativity into equities and risk assets.

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The Increasing Importance of Turning Points in Financial Markets

By Neil Staines | May 13, 2022

It is not just the individual battles that matter, but likely the order in which they occur will have significant implications for financial markets…

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Episode 49: The Long & Short of the Week Ahead

By Neil Staines | May 13, 2022

Episode 49: Could Japanese inflation exceed the Bank of Japan target next week?

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FOMC and MPC Emphasise Inflation AND Growth Risks

By Neil Staines | May 6, 2022

Suffice to say the near-term macro backdrop (and all the broad commentator narrative seeking to explain them) is becoming increasingly complicated!

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Episode 48: The Long & Short of the Week Ahead

By Neil Staines | May 6, 2022

Episode 48: What 3 things should investors watch for in markets next week?

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What Will Central Banks Do Next Week?

By Neil Staines | April 29, 2022

Looking ahead to next week, it is unlikely that the Bank of Japan’s persistent, obdurate dovish stance will set a precedent…

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Episode 47: The Long & Short of the Week Ahead

By Neil Staines | April 29, 2022

Episode 47: Will next week be a game of 3 halves for Central Banks?

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Episode 46: The Long & Short of the Week Ahead

By Neil Staines | April 22, 2022

Episode 46: How are Central Bank narratives impacting markets?

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Older Posts »

Recent Posts

  • Has the Fed tightening cycle been fully priced by markets?
  • Episode 50: The Long & Short of the Week Ahead
  • What Does a Hard Landing Look Like and Has It Already Happened?
  • Will China’s high growth target result in aggressive policy easing?
  • USD – A structural ‘Dollar Smile’ trough?

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