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.
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...
Yen, Yields, and Payrolls: A Critical Week for Markets
Episode 174: Yen, Yields, and Payrolls: A Critical Week for Markets; Japan in the Spotlight, Global Macro Crosscurrents,US Payrolls and Policy Risks
Gold: Powered by Structural Divestment from Fiat Monies
The surge in gold prices is not just about gold. In their latest note, Stephen Jen and Joana Freire argue that the rally reflects structural forces:
From Dots to Data: Monetary Policy in Focus
Episode 173: From Dots to Data: Monetary Policy in Focus. Fed, BoE, and Global Policy Backdrop; Global Economy – The Week Ahead; US Outlook – Data
Fiscal Velocity and Diminishing Fiscal Effectiveness
Similar to monetary velocity, we introduce the concept of ‘fiscal velocity,’ which measures the ratios of changes in nominal GDP to nominal fiscal
Cuts Delayed, Cuts Ahead: The UK and US in Focus
Episode 172: Cuts Delayed, Cuts Ahead: The UK and US in Focus: UK - Fiscal Tightening Delayed, Monetary Cuts Deferred, Global - Complex Growth Dynamic
The Fed’s Record on Inflation Control: Not Great
How should the Fed’s performance be judged? In their latest note, Stephen Jen and Joana Freire argue that inflation control offers a clear benchmark
Fiscal Dominance and the End of Central Bank Hyper-Power
In his latest client note, Stephen Jen warns that 2025 marks a turning point: fiscal dominance is beginning to erode the power and influence of centra
Our research
Our written research products aim to provide unique and orthogonal insights on key global economic and policy issues in a timely fashion.
Subscribe to our insights
If you are interested in our content, please sign up below and we will deliver Eurizon SLJ insights right to your inbox.
I consent to my data being collected and stored for the purposes of providing me information regarding my enquiry and related services. If you have any questions about your data please contact us at research@eurizonslj.com
