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Eurizon SLJ is renowned for its in-house macroeconomic analysis and quantitative modelling. Our research capabilities allow the firm to generate insights on important global economic and policy issues, which are crucial to supporting the investment process. View our latest insights below.
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 mark
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...
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
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 pl
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 g
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