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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
    • Advisory Services
    • The Dollar Smile
  • Insights
    • Insights
    • Podcasts
  • Our Team
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Developed Markets

Banking Stress Brings Inflation and Growth Risks Back into Balance

By Neil Staines | March 17, 2023

We are now increasingly of the view that the ECB, Fed, BoE, BoC, RBA and SNB have reached the end of their respective policy hiking cycles…

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A Closer Demand and Supply Balance – What Are The Odds?

By Neil Staines | March 10, 2023

Last week, we discussed the dominant ongoing theme: inflation, growth and monetary policy…

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The 5% GDP Growth Target

By The China Bond Team | March 6, 2023

On March 5th, the government work report announced a GDP growth target of around 5% for 2023, which Premier Li Keqiang delivered on the first day of the National People’s Congress (NPC).

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A More Complicated Balancing Act: Growth vs. Inflation

By Neil Staines | March 3, 2023

Last week, we discussed the recent market reaction to the stronger-than-expected payroll and inflation data for January…

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A Clash of Opinions: Risks to ‘Higher for Longer’ are Real?

By Neil Staines | February 24, 2023

Last week, we discussed the recent, better-than-expected, US data and the dominant market inference that evolved as a result…

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US Data: A Bump in the Road, or a Change of Direction?

By Neil Staines | February 17, 2023

Last week, we discussed the recent policy decisions from the ECB, BoE and the Fed and how their respective monetary policy trajectories…

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Which Is The Bigger Risk: Growth or Inflation?

By Neil Staines | February 10, 2023

Last week, we discussed the most recent monetary policy decision meetings from the Fed, ECB and BoE…

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DM Central Banks: An Oasis of Hope, or Just a Blur?

By Neil Staines | February 3, 2023

Last week we discussed the significance of this week’s events on the global macroeconomic outlook and for financial markets.

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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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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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Older Posts »

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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