Bloomberg: War Clouds Darken
That will create a disinflationary dynamic, not an inflationary one, Jen, a three-decade observer of the global economy, wrote in an Oct. 12 note.
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Bloomberg: Euro Parity Is Back on the Market’s Radar as US Yields Surge
Stephen Jen, CEO at Eurizon SLJ Capital, said the current weakness in the European and Chinese economies, along with strong US activity, are a recipe
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Reuters: As US election looms, investors fear for fiscal peace
Stephen Jen at Eurizon SLJ reckons much of rancorous disagreement between the two sides domestically is on issues of equality...
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Reuters: Dollar’s smile makes Wall Street frown: McGeever
The gist of the 'dollar smile' theory, floated by currency analyst and now hedge fund manager Stephen Jen 20 years ago...
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Estrategias de inversion: China and the real estate sector according to Eurizon
Stephen Li Jen, CEO of Eurizon SLJ; and Wenting Deng, makes an analysis of the current situation of the Chinese market and in particular the real esta
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SCMP: China’s US$1.4 trillion ‘One Belt, One Road’ set to make bigger impact than US’ Marshall Plan to rebuild post-war Europe
According to Stephen L. Jen, who estimates a value of US$1.4 trillion for the project. It will also boost trading links and help internationalise the
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Reuters: A US-China detente to avoid ‘fiscally assured destruction?’
Stephen Jen at Eurizon SLJ thinks the idea of complete decoupling is riven with problems and has to be 'calibrated'...
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El Pais – Stephen Li Jen, economist: ‘The dollar is the only currency that does not have a linear relationship with its economy’
The co-creator of the ‘Dollar Smile’ hypothesis — devised in 2001 — believes that his theory is still valid today. He thinks the US currency i
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Business Insider: Welcome to the Dollar War
By Jen's calculations, the share of global reserves held in dollars saw a sharp decline in 2022, eroding at nearly 10 times the average annual pace of
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Bloomberg: Wall Street Is Buying Into Dollar Smile Theory at a Frantic Pace
US economy set to dodge a big recession, Stephen Jen says
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Matt Jones
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matthew.jones@eurizonslj.com
