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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
    • 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
  • Our Team
  • Media

Long & Short

83 : The Long & Short of the Week Ahead

By Matt Jones | April 14, 2023

Episode 83: How Will This Week’s UK Data Release Affect the Balance of Inflation and Growth Risks in Financial Markets?

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What is the New ‘Sufficiently Restrictive’?

By Neil Staines | April 14, 2023

Last week, we discussed the RBA rate decision, the recent commentary from Bank of England…

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Central Banks at Easter: A Time for Reflection?

By Neil Staines | April 6, 2023

While it remains unclear what the magnitude of the banking sector concerns will be on the real economy, it is clear that the seriousness of the issue likely leads to a new wave of bank or asset regulation…

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Absolute, Not Relative: Are Markets Missing the Wood for the Trees?

By Neil Staines | March 31, 2023

Last week we discussed the continued focus of Developed Market Central Banks on the prospect of continued above trend or ‘sticky’ inflation…

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82 : The Long & Short of the Week Ahead

By Matt Jones | March 31, 2023

Episode 82: US Employment Report for March and Antipodean Policy Decisions

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81 : The Long & Short of the Week Ahead

By Matt Jones | March 24, 2023

Episode 81: Navigating Market Volatility: Rate Hikes, Liquidity, and Central Bank Reactions

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Joining the ‘Dots’: Credit Tightening and the Monetary Cadence

By Neil Staines | March 24, 2023

Last week we discussed the evolution of the monetary impulse in developed markets this year.

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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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Recent Posts

  • US Debt Ceiling and Financial Markets: Risk off or Just a Familiar Dance?
  • 88: The Long & Short of the Week Ahead
  • Global Macro and the Debt Ceiling: Figure It Out?
  • 87: The Long & Short of the Week Ahead
  • A Significant Watershed for DM Rates: End of the Road?

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