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Published Research Examples
The Left Side of the Dollar Smile Still Curved for Now
Stephen Jen and Joana Freire examine whether the left side of the Dollar Smile remains intact, why US Treasuries still dominate global safe-haven markets, and what fiscal risks could challenge the dollar’s role.
Stephen Jen on the Iran War, Oil Prices and the Dollar
Stephen Jen on the Iran War, Oil Prices and the Dollar
US Breaking Point May be USD200 a Barrel
US Breaking Point May be USD200 a Barrel: In a recent Eurizon SLJ Capital research note, Stephen Jen and Fatih Yilmaz examine…
Stephen Jen on Economic Security, Manufacturing and the Dollar
Stephen Jen on Economic Security, Manufacturing and the Dollar
Stephen Jen on Policy Overreach, Globalisation and the Political Backlash
Stephen Jen on Policy Overreach, Globalisation and the Political Backlash
China is (Almost) Back
China is (Almost) Back: In a recent Eurizon SLJ Capital research note, Stephen Jen and Joana Freire examine China’s economic…
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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