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Eurizon SLJ Capital
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      • Local Emerging Markets Debt Fund
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Posts by Neil Staines

73 : The Long & Short of the Week Ahead

By Neil Staines | January 27, 2023

Episode 73: A tale of three central banks

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Central Bank Preview: Right Notes, Wrong Order?

By Neil Staines | January 27, 2023

Last week we discussed the Bank of Japan and its monetary policy evolution against a complicated global macroeconomic backdrop.

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72 : The Long & Short of the Week Ahead

By Neil Staines | January 20, 2023

Episode 72: Is the Fed’s hiking cycle coming to an end? An important period of reflection, with implications for global risk sentiment

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Central Banks: Words vs. Actions

By Neil Staines | January 20, 2023

Last week we discussed our growing conviction that the Fed (and by extension a number of other DM Central Banks)

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71 : The Long & Short of the Week Ahead

By Neil Staines | January 13, 2023

Episode 71: Inflation, growth, and monetary policy at forefront of market debate as Q4 earnings and data releases loom

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Terminal Rates Closer Than You Think: 25 and Done?

By Neil Staines | January 13, 2023

As we start 2023, the themes that dominate the macroeconomic debate are familiar

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Central Banks Growth and Inflation mix: The Good, The Bad and the Ugly?

By Neil Staines | December 16, 2022

All animals are equal, but some are more equal than others …

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Federal Reserve: Inflation, Growth and Life?

By Neil Staines | December 9, 2022

Last week, we discussed what in our view is an evolving Fed reaction function – New Rules…

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70: The Long & Short of the Week Ahead

By Neil Staines | December 9, 2022

Episode 70: A big week for macroeconomics and markets

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69: The Long & Short of the Week Ahead

By Neil Staines | December 2, 2022

Episode 69: Inflation and the US Dollar

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Older Posts »

Recent Posts

  • 73 : The Long & Short of the Week Ahead
  • Central Bank Preview: Right Notes, Wrong Order?
  • 72 : The Long & Short of the Week Ahead
  • Central Banks: Words vs. Actions
  • Emerging Markets Roadmap 2023

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