Episode 1: USD - A structural 'Dollar Smile' trough?

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Eurizon SLJ Capital

About this talk

In our first Macro Monthly episode, we outline our thoughts on current macroeconomic events and explore three key themes: - USD: A structural 'Dollar Smile' trough? - Low Sharpe Ratio market - peak uncertainty? - PBOC: the Bundesbank of Asia Content written on 6th May 2022. Please do email any questions or comments to sales@eurizonslj.com Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.

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Eurizon SLJ is renowned for its in-house macroeconomic analysis and quantitative modelling. Our research capabilities allow us to generate insights on important global economic and policy issues, which are crucial to supporting investment decisions. Through our channel, we share macroeconomic and market insights across developed and emerging markets, China, fixed income and currencies.