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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Turning Point?

This week has caught our eye from a central bank perspective...

  • Article
  • January 22, 2021
  • 8 Mins Read

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

  • Article
  • January 15, 2021
  • 6 Mins Read

Plus Ca Change?

The events over the past three weeks have strengthened the consensus arguments. ...

  • Article
  • January 7, 2021
  • 6 Mins Read

Thinking Out Loud?

Financial markets are phenomenally innovative...

  • Article
  • December 18, 2020
  • 6 Mins Read

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

  • Article
  • December 14, 2020
  • 6 Mins Read

Look, But Don’t Talk?

The ECB appears very reluctant to get drawn in to talking about the EUR...

  • Article
  • December 10, 2020
  • 6 Mins Read

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....

  • Article
  • December 9, 2020
  • 4 Mins Read

Annus Mirabilis?

As we enter the last month of a historic year, it is perhaps appropriate to look forward to 2021...

  • Article
  • December 4, 2020
  • 7 Mins Read

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....

  • Article
  • December 4, 2020
  • 5 Mins Read

Review, Reset, Revolution?

The single most important factor for national economies going forward is growth...

  • Article
  • November 26, 2020
  • 7 Mins Read

Our research

Our written research products aim to provide unique and orthogonal insights on key global economic and policy issues in a timely fashion.

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