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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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

Glass Half Full?

There are many reasons to look beyond the near-term negative of virus resurgence...

  • Article
  • November 20, 2020
  • 6 Mins Read

The Final Countdown?

From our perspective, the prospects of a trade deal with the EU are...

  • Article
  • November 12, 2020
  • 6 Mins Read

CNY > USD > EUR

We have long argued that the core fundamentals of the Chinese Yuan (CNY) are robust....

  • Article
  • November 11, 2020
  • 5 Mins Read

Contested Conclusions?

Through much of 2020, the macroeconomic backdrop, financial markets and, in some respects, life in general has been dominated by...

  • Article
  • November 6, 2020
  • 6 Mins Read

China’s 14th Five Year Plan

The outline of the 14th Five-Year Plan (FYP), as well as longer range policy targets leading up to 2035 were announced....

  • Article
  • November 4, 2020
  • 4 Mins Read

RearLagarde Action?

Amid a sharply deteriorating virus - and by extension economic - backdrop for Europe, ECB President Christine Lagarde...

  • Article
  • October 30, 2020
  • 6 Mins Read

EUR: A Changing Tide?

At the start of Q3 as the global economy began to emerge from the self-induced coma of lockdown...

  • Article
  • October 22, 2020
  • 5 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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