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.

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Inflation: Milestone or Millstone?

Last week, we discussed what we described as a milestone in the monetary policy trajectory of the Bank of England...

  • Article
  • May 17, 2024
  • 7 Mins Read

Central Banks, Elections, and Market Trends

Episode 127: This week we discuss Central Banks, Elections, and Market Trends...

  • Article
  • May 17, 2024
  • 8 Mins Read

Inflation and Policy Rates: One Direction?

Last week, we further discussed our long-held disagreement with the market extrapolation of both US growth and European weakness (US exceptionalism)..

  • Article
  • May 10, 2024
  • 7 Mins Read

Global Economy & Bank Rates: What’s Next?

Episode 126: This week we discuss: 1) The Bank of England Milestone, 2) Global Economic Outlook, 3) Key Data Releases in the US.

  • Article
  • May 10, 2024
  • 1 Min Read

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

  • Article
  • May 3, 2024
  • 8 Mins Read

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

  • Article
  • May 3, 2024
  • 9 Mins Read

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

  • Article
  • April 26, 2024
  • 8 Mins Read

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.

  • Article
  • April 26, 2024
  • 10 Mins Read

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.

  • Article
  • April 19, 2024
  • 8 Mins Read

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

  • Article
  • April 19, 2024
  • 7 Mins Read

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