Bloomberg: US-China Rivalry May Shape 2023 for the World
The great competition between the US and China—which only intensified in 2022—will likely be the most important theme of the coming decades, longt
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Wall Street Journal: An Epic Dollar Rally Goes Into Reverse—and Investors Expect Further Declines
Stephen Jen, chief executive of the hedge fund Eurizon SLJ Capital, expects the dollar to fall 10% to 15% next year against major peers...
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South China Morning Post: Why 2023 may be a good year for Renminbi bulls
More than 20 years ago, Stephen Li Jen and Fatih Yilmaz, both now of London-based Eurizon SLJ Capital, created the concept of the Dollar Smile framewo
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Bloomberg: Pressure Builds in Japan’s Markets as Traders Ready for BOJ
Stephen Jen Says China Congress Not Necessarily Bad for Markets...
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Funds Society: “The stars have aligned to invest in emerging local currency bonds”
"Emerging markets have gone a long way towards reducing vulnerability to "hot" capital flows, improving stability"
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BondGuide: Inflation peak heralds end of USD strength
And ultimately the dollar should weaken again against the euro...
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FondsCheck: Bond Aggregate RMB: Peak inflation could spell end of dollar strength
While core and headline inflation rates in the US are still high, there are concrete signs that they may have peaked.
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Bloomberg: The Semiconductor Chip Shortage Seems to Be Easing
Why should the global supply chain and global shipping logistics never recover, or workers in the West never to return to work?
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Financial Services Forum: “Sales and marketing should be 100% integrated”
“Sales and marketing have to be symbiotic. Running the two separately is missing out on insight, and the opportunity to be very agile and client-led
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Bloomberg: Why Jobs Data May Become Market’s Biggest Fear
“Why should the global supply chain and global shipping logistics never recover, or workers in the West never to return to work?”
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Media contacts
Matt Jones
Head of Distribution
+44 7716 639835
matthew.jones@eurizonslj.com