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.
Turning Point?
This week has caught our eye from a central bank perspective...
A subtle but important shift?
Last week (and indeed last year) we raised our concerns about the remarkable consensus in financial market forecasts. However, much like the start to
Plus Ca Change?
The events over the past three weeks have strengthened the consensus arguments. ...
Bonds – an emerging opportunity
Global lockdowns have powered ‘stay at home’ technology stocks but bond investors need to look much further afield for the chance of compelling re
Look, But Don’t Talk?
The ECB appears very reluctant to get drawn in to talking about the EUR...
US Dollar – Tactically cautious, structurally bullish
We can see the dollar continue to trade weak in the near term, but on a slightly longer-term horizon, we find this narrative unconvincing....
Annus Mirabilis?
As we enter the last month of a historic year, it is perhaps appropriate to look forward to 2021...
China defaults – positive signs and a warning to the world
We have long argued that the core fundamentals of the Chinese Yuan (CNY) are robust....
Review, Reset, Revolution?
The single most important factor for national economies going forward is growth...
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