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.
Rates, Risks & the Sintra Setup: A Global Macro Realignment
Episode 164: US Data and Macro Focus, The Sintra Summit and Global Central Bank Watch, Geopolitics, Fiscal Policy, and Trade Dynamics
Banking on Complexity: UK’s Economic Challenges and Global Policy Shifts
Episode 163: UK Macro Challenges and the Bank of England, Global Central Bank Week – A Raft of Decisions, US Dynamics – Powell, the Fed, and Fisca
Section 899: Don’t Take It Too Seriously
We believe analysts may be taking Section 899 too seriously. (1) The proposed Section 899 will most likely not be enacted: it is meant...
Market Calm or Complacency? Inflation, Trade, and Volatility Risks
Episode 162: US Macro Outlook and Trade Negotiations, Europe: ECB Decision and Growth Prospects, UK: Data Watch and Policy Pause
Why is Resurrecting Manufacturing Important for the US?
Besides bolstering national security, (1) manufacturing has a multiplier factor of around three, i.e., the overall impact of manufacturing...
Data vs. Disruption: A Critical Week for Markets
Episode 161: Global Data Outlook, ECB Policy Outlook, US Macro Outlook
China: Cut-throat Price War in EVs
When Chinese companies focus on a challenge, they run as fast as possible and turn the dial-up to11....
Trump plans to impose 50% tariff on EU imports from next month
Trump plans to impose 50% tariff on EU imports from next month: Stephen Jen warns that the trade war is widening...
Short Week, Long List: Trade, Rates & Fiscal Reckonings
Episode 160: Europe and Global Data Outlook, Global Monetary Policy Trajectory, US Dominance Continues
My thoughts on currencies, May 2025
My Thoughts on Currencies: Policy-wise in the US, 2025 has so far been a year of the ‘twin deficits’...
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