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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 Neil Staines

Balancing Act: Germany’s Stimulus Measures and US Fiscal Consolidation

By Neil Staines | March 14, 2025

Episode 155: Global Macro Data Preview: Diverging fiscal paths set the tone for markets, UK Macro Outlook: Back in focus, but still on hold…

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Germany’s ‘Whatever It Takes’ Moment: Fiscal Expansion and Dollar Dilemmas

By Neil Staines | March 7, 2025

Episode 154: Germany’s ‘Whatever It Takes’ Moment: Bold Fiscal Moves and Global Market Ripples, China’s Growth Reboot: Stimulus Measures, Inflation Targets, and Currency Dynamics

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Tariffs, Trade, and Payrolls: What to Watch in Global Markets

By Neil Staines | February 28, 2025
Tariffs, Trade, and Payrolls: What to Watch in Global Markets

Episode 153: Global Macro & Trade Tariffs: Market Volatility Ahead, ECB Meeting: Policy Outlook and Inflation Risks,

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German elections and Central Bank speeches: Anticipating economic shifts

By Neil Staines | February 21, 2025

Episode 152: German Elections: Political Uncertainty and Economic Signals, Central Bank Speeches: Policy Signals in Focus,

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Tariffs, Geopolitics and Bank of England expectations

By Neil Staines | February 14, 2025

Episode 151: Global Macro Outlook: A Focus Beyond the U.S., U.S. Tariffs and Geopolitical Risks,

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Inflation, Trade, and Fiscal Dynamics: The Week Ahead with Eurizon SLJ Capital

By Neil Staines | February 8, 2025

Episode 150: China: Watching for Stimulus and Data Updates, US: Balancing Fiscal and Monetary Policy Amid Inflation Concerns, UK: Evolving Monetary Policy and Economic Prospects

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Monetary Policy Insights: Key Data and Expectations from the US, Europe, and UK

By Neil Staines | January 31, 2025

Episode 149: Trade, Federal Reserve: Policy on Hold but Uncertainty Looms, European Central Bank: Cutting Rates with a Cautious Outlook,

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Tariffs, ECB Moves, and the Fed:What’s Next for Global Markets?

By Neil Staines | January 24, 2025

Episode 148: Trade, Tariffs, and China’s Role in the Global Economy. Central Bank Decisions Across the Globe. Macroeconomic Themes Shaping Market Sentiment.

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Global Macro at a Crossroads: From US Inflation to Japan’s Big Decision

By Neil Staines | January 17, 2025

Episode 147: US, UK, and European Data in Focus. Japan’s Critical Monetary Policy Moment. China’s Recovery and US Political Shifts.

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Balancing Act: Fiscal Policies, Global Growth, and Market Reactions

By Neil Staines | January 10, 2025

Episode 146: UK Macro Backdrop: Navigating Fiscal and Monetary Challenges, Global Economy: Europe and China’s Key Dynamics, U.S. Economic Outlook: Growth and Inflation in Focus

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Recent Posts

  • Rates, Risks & the Sintra Setup: A Global Macro Realignment
  • Banking on Complexity: UK’s Economic Challenges and Global Policy Shifts
  • Section 899: Don’t Take It Too Seriously
  • Market Calm or Complacency? Inflation, Trade, and Volatility Risks
  • Why is Resurrecting Manufacturing Important for the US?

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