An audio extract from our Macro Monthly Newsletter. This month we explore four themes for the month ahead:

1. Supply side adjustment will gradually weigh on global inflation.
2. China will likely recover swiftly in H2.
3. The dollar to peak. 
4. A much more sanguine H2, compared to H1.  

A production of Eurizon SLJ Capital that outlines our market views for month ahead. This is an extract from our monthly newsletter, which can be subscribed to via the link below or email us. This episode has been recorded for professional investors. The content was written on 3rd August 2022.

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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. Content. Information in this recording does not constitute an offer to buy, sell or the solicitation of any offer to buy or sell securities and/or any derivatives. 

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.