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Published Research Examples
Stephen Jen on Iran, Market Risk and the Dollar Outlook
Stephen Jen on Iran, Market Risk and the Dollar Outlook
My thoughts on currencies, April 2026
Stephen Jen examines the market implications of the Iran War, arguing that the conflict may have more lasting geopolitical consequences than economic ones.
USD10 Trillion in Pledged FDI and the Triffin Dilemma
USD10 Trillion in Pledged FDI and the Triffin Dilemma: Stephen Jen and Joana Freire examine the implications of the large foreign direct investment pledges made to the U.S.
My thoughts on currencies, March 2026
Stephen Jen examines the market implications of the Iran War, describing it as a stagflationary shock that has interrupted an otherwise constructive global backdrop.
AI and Tech Investments as Call Options
Stephen Jen and Fatih Yilmaz examine whether the surge in AI-related capital expenditure should be viewed as an investment bubble or as a rational response to a highly asymmetric opportunity.
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.
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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