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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80 : The Long & Short of the Week Ahead

Episode 80: What can we expect from UK and US policymakers next week?

  • Article
  • March 17, 2023
  • 8 Mins Read

Banking Stress Brings Inflation and Growth Risks Back into Balance

We are now increasingly of the view that the ECB, Fed, BoE, BoC, RBA and SNB have reached the end of their respective policy hiking cycles...

  • Article
  • March 17, 2023
  • 10 Mins Read

79 : The Long & Short of the Week Ahead

Episode 79: Markets brace for key data and policy decisions impacting interest rates, growth, and currency paths worldwide

  • Article
  • March 10, 2023
  • 8 Mins Read

A Closer Demand and Supply Balance – What Are The Odds?

Last week, we discussed the dominant ongoing theme: inflation, growth and monetary policy...

  • Article
  • March 10, 2023
  • 8 Mins Read

The 5% GDP Growth Target

On March 5th, the government work report announced a GDP growth target of around 5% for 2023, which Premier Li Keqiang delivered on the first day of t

  • Article
  • March 6, 2023
  • 4 Mins Read

78 : The Long & Short of the Week Ahead

Episode 78: Central Bank Watch: Analyzing RBA, Bank of Canada, and Bank of Japan's Monetary Policy Trajectory

  • Article
  • March 3, 2023
  • 8 Mins Read

A More Complicated Balancing Act: Growth vs. Inflation

Last week, we discussed the recent market reaction to the stronger-than-expected payroll and inflation data for January...

  • Article
  • March 3, 2023
  • 7 Mins Read

77 : The Long & Short of the Week Ahead

Episode 77: Japan's Monetary Policy in the Spotlight: Retail Sales, Industrial Production, and the Evolution of Yield Curve Control

  • Article
  • February 24, 2023
  • 8 Mins Read

A Clash of Opinions: Risks to ‘Higher for Longer’ are Real?

Last week, we discussed the recent, better-than-expected, US data and the dominant market inference that evolved as a result...

  • Article
  • February 24, 2023
  • 10 Mins Read

76 : The Long & Short of the Week Ahead

Episode 76: US Rate Repricing Conundrum and the Impact of Global Factors on Financial Markets

  • Article
  • February 17, 2023
  • 7 Mins Read

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