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Published Research Examples
My thoughts on currencies, May 2025
My Thoughts on Currencies: Policy-wise in the US, 2025 has so far been a year of the ‘twin deficits’…
Washington deserved a downgrade
Washington deserved a downgrade: Following Moody’s decision to strip the US of its final AAA sovereign rating…
The Ferguson Law and the US’ Fight for a Small Government
The Trump Administration has been fighting to alter the trajectories of the US’ twin deficits…
Another Avalanche Warning on the Asian Currencies
The Taiwan dollar (TWD) appreciated by 7.5 percent against the dollar over the first days of May, purportedly triggered…
Made in the USA 2035
The economic rivalry between the US and China is intense partly because it is as much a technology war as a trade war.
WSJ: Xi is ratcheting up China’s pain threshold for a long fight with Trump
In this follow-up note on the evolving US-China trade conflict, Stephen Jen provides a…
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Stephen Jen
CEO & Co-CIO
Eurizon SLJ Capital
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