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
1 Min Read
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
1 Min Read
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
1 Min Read
Funds People: Chinese Bonds have proven to be a haven asset class
"To achieve a higher return than that of a portfolio composed of debt instruments denominated in Renminbi and traded on the China interbank bond marke
1 Min Read
Reuters: Has COVID finally killed inflation targeting? : Mike Dolan
Stephen Jen of Eurizon SLJ thinks that sort of pressure may well now build as the Fed acts hawkish but stays "behind the actual inflation curve"
1 Min Read
Reuters: Has COVID finally killed inflation targeting?
The seismic supply shocks and wild price distortions of the pandemic could finally call time on 30 years of strict inflation targeting by the world's
1 Min Read
RankiaPro: The Chinese economy will continue to be different from the rest of the world
As China slows after a strong 2020 and 2021, there will be policy divergences just as the US and Europe gain, in parallel, momentum...
1 Min Read
Investment Week – The dollar: China’s Achilles heel
While China's financial system is very insular, its economy is highly dependent on dollar funding. This is China's Achilles heel.
1 Min Read
Expert Investor: The US dollar comes up smiling
Article written for Expert Investor by our CEO, Stephen Jen, on the positive outlook for the US currency over the short to medium term.
1 Min Read
Financial Times: Sterling has not become an emerging market currency
Stephen Jen's interview with the Financial Times on the recurring argument on whether sterling has become an emerging market currency.
1 Min Read
Media contacts
Matt Jones
Head of Distribution
+44 7716 639835
matthew.jones@eurizonslj.com
