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Published Research Examples
My thoughts on currencies, November 2025
Stephen Jen analyses why US growth remains strong even as job creation collapses, and what this means for inflation, the Fed, and global currency dynamics.
My thoughts on currencies, October 2025
The year started out with stormy US policy rumours that pointed to structural changes in the world’s trade regime…
Gold: Powered by Structural Divestment from Fiat Monies
The surge in gold prices is not just about gold. In their latest note, Stephen Jen and Joana Freire argue that the rally reflects structural forces:
Fiscal Velocity and Diminishing Fiscal Effectiveness
Similar to monetary velocity, we introduce the concept of ‘fiscal velocity,’ which measures the ratios of changes in nominal GDP to nominal fiscal spending
The Fed’s Record on Inflation Control: Not Great
How should the Fed’s performance be judged? In their latest note, Stephen Jen and Joana Freire argue that inflation control offers a clear benchmark
My thoughts on currencies, September 2025
The latest edition of My Thoughts on Currencies covers the US soft landing debate, the Fed’s pivot from hawk to dove, and the Trump Administration’s preference for
Video Shorts
“We don’t follow a research agenda, we believe an ‘always on’ writing and thinking culture is the right way to identify the big ideas that need to be explored”
Stephen Jen
CEO & Co-CIO
Eurizon SLJ Capital
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