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Eurizon SLJ Capital
  • Our Team
  • Investments
    • Co Eurizon SLJ EM Equity Magnificent 30 UCITS ETF
    • Co Eurizon SLJ EM Bond Strategic Income UCITS ETF
    • Investments Overview
      • Local Emerging Markets Debt Strategy
      • Bond Aggregate RMB Strategy
      • Enhanced Currency Strategy
      • Global Macro Strategy
  • Research
    • Research
    • Free Research Trial
    • 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

Posts by Neil Staines

Has the July CPI Print Widened The Path to a Soft Landing?

By Neil Staines | August 12, 2022

it is not the UK that dominates the debate this week, but the US. And for the Federal Reserve System (Fed), the issue of communication remains at the fore…

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59: The Long & Short of the Week Ahead

By Neil Staines | August 12, 2022

Episode 59: Neil takes a look at next week’s data releases from the Bank of England, China and…

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Nevermind May, August MPR Forecasts Paint a Bleak Picture: Exaggeration or Disaster?

By Neil Staines | August 5, 2022

In the near term, UK growth is a lot further away from its respective nirvana, perhaps it really is less dangerous “with the lights out”, for a while at least!

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Episode 58: The Long & Short of the Week Ahead

By Neil Staines | August 5, 2022

Episode 58: Will the US see light at the end of the inflation tunnel?

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Episode 57: The Long & Short of the Week Ahead

By Neil Staines | July 29, 2022

Episode 57: This week, Neil Staines discusses the Bank of England, US data and China…

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Have Neutral Rates Set Up A Clash Between The Markets And The Fed?

By Neil Staines | July 29, 2022

This week we ask, have neutral rates set up a clash between the markets and the Fed?

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Is It The End Of The NIRP As We Know It?

By Neil Staines | July 22, 2022

Perhaps the EUR vs. USD arguments have simply been lost in the acronyms from Miami to Ibiza?

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EUR: Will the Parity Party be Short Lived?

By Neil Staines | July 15, 2022

Last week we discussed the evolving financial market backdrop, as the focus continues to shift away from inflation and towards the implications of prices …

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From Inflation to Recession via Monetary Tightening – Who Will Feel It Most?

By Neil Staines | July 8, 2022

In our last piece, we discussed the recent evolution of the dominant focus of financial markets – from inflation to growth…

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Episode 55: The Long & Short of the Week Ahead

By Neil Staines | July 7, 2022

Episode 55: Economic divergence – What next for Europe?

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Recent Posts

  • Inflation, Weak Growth, and What Comes Next for the UK
  • My thoughts on currencies, November 2025
  • Fiscal Strains, Hawkish Signals, and the Return of US Data
  • Holding, Waiting, Watching: The UK, China, and U.S. in Focus
  • The Bank of England’s Balancing Act & the Fed’s Dilemma

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