Inflation beaten? ‘Team Transitory’ re-emerges
There does not seem to be sufficient appreciation for the fact that the global economy is still operating at levels substantially below its historical
1 Min Read
“Renminbi bonds are a counterweight to the equity markets”
The renminbi (RMB) has stabilized and is on track to recover against the dollar and other currencies...
1 Min Read
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
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
1 Min Read
“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...“
1 Min Read
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
1 Min Read
Media contacts
Matt Jones
Head of Distribution
+44 7716 639835
matthew.jones@eurizonslj.com
