Research led insights
Eurizon SLJ is renowned for its in-house macroeconomic analysis and quantitative modelling. Our research capabilities allow the firm to generate insights on important global economic and policy issues, which are crucial to supporting the investment process. View our latest insights below.
Inflation, Weak Growth, and What Comes Next for the UK
Episode 182: We break down UK inflation and weak retail data ahead of the Budget, key economic releases across Europe and Asia, and the latest US indi
My thoughts on currencies, November 2025
Stephen Jen analyses why US growth remains strong even as job creation collapses, and what this means for inflation, the Fed, and global currency dyna
Fiscal Strains, Hawkish Signals, and the Return of US Data
Episode 181: Fiscal Strains, Hawkish Signals, and the Return of US Data: The UK: Fiscal Tension and a Slowing Economy; Europe, the RBA, and Global PMI
Holding, Waiting, Watching: The UK, China, and U.S. in Focus
Episode 180: Holding, Waiting, Watching: The UK, China, and U.S. in Focus. The UK: Bank of England’s Dilemma and Fiscal Tightening Ahead; Global Out
The Bank of England’s Balancing Act & the Fed’s Dilemma
Episode 179: The Bank of England’s Balancing Act & the Fed's Dilemma. Global Monetary Policy – Central Banks Hold Steady at Neutral; The Bank of
Central Banks, CPI, and the Big Macro Balancing Act
Episode 178: Central Banks, CPI, and the Big Macro Balancing Act; Europe: Focus Returns to Structural and Fiscal Themes; Global: A Packed Week for Cen
A Budget, A Blackout, and A Billion-Dollar Shutdown
Episode 177: A Budget, A Blackout, and A Billion-Dollar Shutdown. UK: Data in Focus Ahead of the Budget, Global: Earnings, Politics, and Policy Watch,
Driving in the Dark: Markets Await Clarity
Episode 176: Driving in the Dark: Markets Await Clarity. UK: Fragility Beneath the Fiscal Tightrope, Global Overview: Light Calendar, Heavy Implicatio
Uncertainty Everywhere: Japan, Europe, and the US Shutdown
Episode 175: Uncertainty Everywhere: Japan, Europe, and the US Shutdown. Japan: Leadership Transition and the Bank of Japan.
My thoughts on currencies, October 2025
The year started out with stormy US policy rumours that pointed to structural changes in the world’s trade regime...
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