Barrons: Netflix Gives a Preview of the Stranger Things From the Dollar Strength
The greenback’s strength could also be because of the Dollar Smile, a theory about the dominant global reserve currency developed by Stephen Jen...
1 Min Read
Boerse-Muenchen: Three external shocks shake the world economy – with different durations
In my view, while the three shocking events – US inflation, Russia/Ukraine and China's zero Covid strategy – are quite complex and difficult to tr
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Citywire: “We must be aware of the advantages of investing in local emerging debt”
“It is in this market, where real yields on offer are currently at record highs, currencies are undervalued and underinvested by investors...“
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Funds Society: Geopolitical motivations will not be able to frustrate the popularity of Chinese bonds
Looking from a distance from Europe, everything that happens in China, including its political and economic positions, seems monolithic, but this is n
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Bloomberg: World’s Central Banks Got It Wrong, and Economies Pay the Price
“That, I believe, will deal a devastating blow to the credibility of central banks -- when investors realize that the inflation we face is ‘man-ma
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The Malaysian Reserve: US growth seen outpacing China’s for first time since 1976
According to Stephen Jen, there are likely divisions over the magnitude of regulatory moves against industries including property and technology, in h
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Fortune: Recession risks duel resilience hopes in global economy outlook
“I see more reasons for the global economy to slow than for it to re-accelerate”...
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Reuters – Column: Stirring ingredients of 1985’s dollar-capping Plaza Accord
Hedge fund manager Stephen Jen at Eurizon SLJ thinks there's good reason to look at the early 1980s for a "strong resemblance" to the current U.S. eco
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Bloomberg: How Russia’s War Is Fueling the Global Currency Debate
China’s economy is on track to surpass the U.S. as the world’s largest. Surely its currency also should be rivaling its competitor’s in the glob
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Zawya: Dollar may rely on QE-freed euro bond buyers: Mike Dolan
"What is interesting to me is that China's number one challenge is Covid; the U.S. number one challenge is inflation; and Europe's number one challeng
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