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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
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    • The Dollar Smile
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Long & Short

80 : The Long & Short of the Week Ahead

By Matt Jones | March 17, 2023

Episode 80: What can we expect from UK and US policymakers next week?

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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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79 : The Long & Short of the Week Ahead

By Matt Jones | March 10, 2023

Episode 79: Markets brace for key data and policy decisions impacting interest rates, growth, and currency paths worldwide

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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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78 : The Long & Short of the Week Ahead

By Matt Jones | March 3, 2023

Episode 78: Central Bank Watch: Analyzing RBA, Bank of Canada, and Bank of Japan’s Monetary Policy Trajectory

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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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77 : The Long & Short of the Week Ahead

By Matt Jones | February 24, 2023

Episode 77: Japan’s Monetary Policy in the Spotlight: Retail Sales, Industrial Production, and the Evolution of Yield Curve Control

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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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76 : The Long & Short of the Week Ahead

By Matt Jones | February 17, 2023

Episode 76: US Rate Repricing Conundrum and the Impact of Global Factors on Financial Markets

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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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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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