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Eurizon SLJ Capital
  • 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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    • The Dollar Smile
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Currencies

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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US Rates: Under New Rules?

By Neil Staines | December 2, 2022

Last week, we discussed the rising importance of the economic growth data in conjunction…

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Inflation AND Growth: Something Else Matters!

By Neil Staines | November 25, 2022

Thanksgiving may well therefore be an important period of reflection…

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Are The Times Changin’ For GBP Too?

By Neil Staines | November 18, 2022

The big question for markets is how the inflation path evolves in the near term and how growth and monetary policy responds…

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Inflation: Steeper stairs on the way down?

By Neil Staines | November 11, 2022

If there is one thing that we can take from this week above other things, it is likely that the inflation risks for financial markets continue to be dominant…

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Are The Balance of Risks Starting to Change for Rates, Risk and the USD?

By Neil Staines | November 4, 2022

Indeed, a sharp decline in inflation with rates in restrictive territory opens the prospects for a short 3, or in other words rate cuts…

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Is Tightening Easing Globally?

By Neil Staines | October 28, 2022

Rate hikes (and ultimately rates) increasingly appear to be peaking. With that so too should the USD…

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Has The Fed Mark-to-Market Delivered?

By Neil Staines | September 23, 2022

In eventuality, the Fed ‘out hawked the hawks’, or marked the dots to market…

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Energy, Inflation and The (Very) Big Short!

By Neil Staines | September 16, 2022

We continue to see a soft landing as a likely outcome (although there are clearly risks in both directions – growth and inflation) and recent market reactions as oscillations around its glide path…

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Recent Posts

  • 80 : The Long & Short of the Week Ahead
  • Banking Stress Brings Inflation and Growth Risks Back into Balance
  • 79 : The Long & Short of the Week Ahead
  • A Closer Demand and Supply Balance – What Are The Odds?
  • The 5% GDP Growth Target

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