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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
    • Research
    • Advisory Services
  • Insights
    • Insights
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  • Our Team
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Global Macro

What Does a Hard Landing Look Like and Has It Already Happened?

By Neil Staines | May 20, 2022

The important question now is whether or not markets have priced too much uncertainty, too much forward-looking negativity into equities and risk assets.

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USD – A structural ‘Dollar Smile’ trough?

By Macro Team Macro Team | May 17, 2022

Macro-monthly: USD – A structural ‘Dollar Smile’ trough?

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The Increasing Importance of Turning Points in Financial Markets

By Neil Staines | May 13, 2022

It is not just the individual battles that matter, but likely the order in which they occur will have significant implications for financial markets…

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FOMC and MPC Emphasise Inflation AND Growth Risks

By Neil Staines | May 6, 2022

Suffice to say the near-term macro backdrop (and all the broad commentator narrative seeking to explain them) is becoming increasingly complicated!

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What Will Central Banks Do Next Week?

By Neil Staines | April 29, 2022

Looking ahead to next week, it is unlikely that the Bank of Japan’s persistent, obdurate dovish stance will set a precedent…

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Do Faster Rate Hikes Mean Higher Terminal Rates or Lower Growth?

By Neil Staines | April 22, 2022

Over the past couple of days, however, there has been a more concerted change in the ECB narrative..

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Inflation vs. Growth: The policy path of least regret?

By Neil Staines | April 14, 2022

Over the past months we have written at length about the relationship and the global sensitivities between inflation and growth…

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Inflation vs. Growth: Are we at an impasse?

By Neil Staines | April 8, 2022

The macro backdrop remains complex, with the Mexican Standoff between inflation and growth at the heart of the debate…

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Risk Asset Outperformance: Less TINA, More TERESA?

By Neil Staines | April 1, 2022

Over recent weeks, markets have been very complex…

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Are Investors Facing a Shortage of Risk-On Assets?

By Neil Staines | March 25, 2022

In his latest blog, Neil Staines asks: Are investors facing a shortage of risk-on assets?

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Older Posts »

Recent Posts

  • Has the Fed tightening cycle been fully priced by markets?
  • Episode 50: The Long & Short of the Week Ahead
  • What Does a Hard Landing Look Like and Has It Already Happened?
  • Will China’s high growth target result in aggressive policy easing?
  • USD – A structural ‘Dollar Smile’ trough?

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