Episode 2: Which dominant economic shock will fade first?

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Eurizon SLJ Capital

About this talk

In our second Macro Monthly episode, we outline our thoughts on current macroeconomic events and explore three key themes: - Which dominant shock will fade first? - US inflation math: 3 + 5 = 8? - What is a ‘hard landing’? Content written on 6th June 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.