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Introduction

This is an audio extract from our Macro Monthly Newsletter, which you can access by entering your details below.

The episode contains the following topics:

    1. Supply side adjustment will gradually weigh on global inflation.
    2. China will likely recover swiftly in H2.
    3. The dollar to peak.
    4. A much more sanguine H2, compared to H1.

    A production of Eurizon SLJ Capital that outlines our market views for month ahead. This is an extract from our monthly newsletter, which can be subscribed to via the link below or email us. This episode has been recorded for professional investors. The content was written on 3rd August 2022.

    Please do email any questions or comments to sales@eurizonslj.com

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    Disclosure

    None of the contents of this document should be understood as constituting research on investment matters, or as a recommendations, advice or suggestions, implicit or explicit, with respect to an investment strategy involving the financial instruments discussed, or the issuers of the financial instruments, nor as a solicitation or offer, nor as consulting on investment matters, of a legal, fiscal, or other nature. All the companies of the Intesa Sanpaolo Group, its administrators, representatives, or employees, decline any responsibility (fault-based or otherwise) deriving from indirect damages potentially caused by the use of this communication or its contents, or in any case deriving in relation to this document, nor may they be consequently held liable for any of the above. The information provided and the opinions contained in this document are based on sources considered reliable and in good faith. However no declaration or guarantee is offered by Eurizon SLJ Capital Limited, explicitly or implicitly, on the accuracy, exhaustiveness and correctness of the information, and there is no guarantee that results, or any other future events, will be compatible with the opinions, forecasts, or estimates contained herein.

    Views accurate as at the time of publication. Opinions expressed by the authors are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.
    The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.

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