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Eurizon SLJ Capital
  • About Us
    • About Us
    • 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
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Global Macro

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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Which 4 themes will influence markets in August?

By Macro Team Macro Team | August 3, 2022

Which 4 themes will influence markets in August? From global inflation to the US Dollar…

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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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Just as the US and Europe slow, will China’s economy accelerate?

By Macro Team Macro Team | July 15, 2022

Macro-monthly: Just as the US and Europe slow, will China’s economy accelerate?

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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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US Recession: Are We Going There and, if so, What Does it Look Like?

By Neil Staines | June 24, 2022

I have seen analysis this week that suggest that the average equity price decline from either event-driven or cyclical recessions is in the order of magnitude of 30%, with a range of values for both the pace of the decline and subsequent rebound…

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US Inflation: Has the Fed Regained Control of the Inflation Narrative?

By Neil Staines | June 17, 2022

Despite the uncertainty in the near term, we remain convinced that the turn in the second derivative of inflation is both critical for sentiment and still attainable over coming months…

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Which dominant economic shock will fade first?

By Macro Team Macro Team | June 13, 2022

Macro-monthly: Which dominant economic shock will fade first?

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Older Posts »

Recent Posts

  • Nevermind May, August MPR Forecasts Paint a Bleak Picture: Exaggeration or Disaster?
  • Episode 58: The Long & Short of the Week Ahead
  • Renminbi Review: The Property Sector and Our Currency Outlook
  • Which 4 themes will influence markets in August?
  • Episode 57: The Long & Short of the Week Ahead

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