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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
    • The Dollar Smile
  • Insights
    • Insights
    • Podcasts
  • Our Team
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Long & Short

Will this be a P.I.G. week for markets?

By Matt Jones | June 24, 2022

Long & Short of the Week Ahead: Will this be a P.I.G. week for markets?

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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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Episode 54: The Long & Short of the Week Ahead

By Matt Jones | June 24, 2022

Episode 54: Will this be a P.I.G. week for markets?

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What can we expect from Central Banks this week?

By Matt Jones | June 20, 2022

Long & Short of the Week Ahead: What can we expect from Central Banks this week?

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Episode 53: The Long & Short of the Week Ahead

By Matt Jones | June 17, 2022

Episode 53: What can we expect from Central Banks next week?

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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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How is the evolution of the inflationary reaction function playing out?

By Matt Jones | June 14, 2022

Long & Short of the Week Ahead: How is the evolution of the inflationary reaction function playing out?

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Global Recession: Are markets too worried, or not worried enough?

By Neil Staines | June 10, 2022

ECB decision and press conference were very interesting and mark a significant inflection point …

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Episode 52: The Long & Short of the Week Ahead

By Neil Staines | June 10, 2022

Episode 52: How is the evolution of the inflationary reaction playing out?

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Are the odds of a soft landing in the US improving?

By Matt Jones | May 30, 2022

Long & Short of the Week Ahead: Are the odds of a soft landing in the US improving?

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Older Posts »

Recent Posts

  • Will this be a P.I.G. week for markets?
  • US Recession: Are We Going There and, if so, What Does it Look Like?
  • Episode 54: The Long & Short of the Week Ahead
  • What can we expect from Central Banks this week?
  • Episode 53: The Long & Short of the Week Ahead

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