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.
A Higher, Narrower, More Treacherous Path?
Last week, we questioned the clear market consensus view of US exceptionalism - at least in terms of the recent market desire to extrapolate (signific
Central Banks and the Balance of Risks
Episode 125: This week we discuss: 1) Federal Reserve's Stance, 2) Global Central Banks and Policy Shifts, 3) European Central Bank's Rate Cutting Cyc
Convergence Not Divergence: A Growing Asymmetry?
Last week, we discussed the concept of confidence, confidence that inflation is returning to target in the context of the restrictiveness of current m
Episode 124: Policymakers at a complex juncture
Episode 124: The global markets saw a volatile end to the previous week, hinting at sustained volatility in the week ahead.
Episode 123: Markets question underlying growth
Episode 122: UK economic week in focus: employment, CPI, retail data guide rate decisions. Markets react, Fed influence noted. Global outlook adjusts.
Inflation and Growth: The Straw that Broke the Camel’s Back
With the path of monetary policy dependent on confidence - confidence that inflation is returning to target - we continue to argue that this is by def
Developed Market Central Banks: Diverging Confidence?
Last week, we discussed the most recent data and commentary driving the DM monetary policy considerations and by extension the dominant macroeconomic
Episode 122: UK economic week in focus
Episode 122: UK economic week in focus: employment, CPI, retail data guide rate decisions. Markets react, Fed influence noted. Global outlook adjusts.
Central Banks Remain Central Focus
In our last piece, before the Easter holiday period, we discussed the recent monetary evolution of a range of DM central banks and the critical nature
121: The Long & Short of the Week Ahead
Episode 118: Hosts Matt Jones and Neil Staines discuss of a range of macroeconomic themes for the upcoming week...
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