The Economist – Money Talks: Top Dollar
Eurizon Chief Executive Stephen Jen tells us why the dollar is smiling...
2 Mins Read
Reuters: 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
Fund Research: “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
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
1 Min Read
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...“
1 Min Read
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
1 Min Read
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
1 Min Read
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
1 Min Read
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”...
1 Min Read
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Matt Jones
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matthew.jones@eurizonslj.com