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Eurizon SLJ Capital
  • Our Team
  • Investments
    • 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

Global Macro

Is The Euro At A Turning Point?

By Neil Staines | March 11, 2022

Our latest article asks, is the Euro At A Turning Point?

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Should Markets Price Out Rate Hikes Due to War Induced Inflation?

By Neil Staines | March 4, 2022

Our latest article asks, should Markets Price Out Rate Hikes Due to War Induced Inflation?

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Does the Russian Invasion Alter Central Bank Reaction Functions?

By Neil Staines | February 25, 2022

This week Neil delves into Russia, Bank of England and the Central Bank…

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Has Growth Been Forgotten About in the Inflation Debate?

By Neil Staines | February 18, 2022

Our latest article asks, has growth been forgotten about in the inflation debate?

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All About Growth…And Credit?

By Neil Staines | February 11, 2022

From inflation, inflation, inflation to inflation, growth, credit…

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A Bird in the Hand is worth Two in the Forward Volatility Smile?

By Neil Staines | February 4, 2022

There is an old English saying, that ‘a bird in the hand is worth two in the bush’…

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A Change of Direction?

By Neil Staines | January 28, 2022

This week has been a very interesting week in many respects…

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As You Were?

By Neil Staines | January 21, 2022

Another week into the New Year, and the market debate about the USD conundrum continues…

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If You’re Not Early You’re (L)AIT?

By Neil Staines | January 14, 2022

In his first post of 2022, Neil focuses on the FOMC meeting, the Fed and unemployment …

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In the Words of Some?

By Neil Staines | December 17, 2021

In his last post of 2021, Neil turns to the Bank of England, Federal Reserve and…

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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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