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.
Balancing Act: Germany’s Stimulus Measures and US Fiscal Consolidation
Episode 155: Global Macro Data Preview: Diverging fiscal paths set the tone for markets, UK Macro Outlook: Back in focus, but still on hold...
Germany’s ‘Whatever It Takes’ Moment: Fiscal Expansion and Dollar Dilemmas
Episode 154: Germany’s ‘Whatever It Takes’ Moment: Bold Fiscal Moves and Global Market Ripples, China’s Growth Reboot: Stimulus Measures, Infl
Tariffs, Trade, and Payrolls: What to Watch in Global Markets
Episode 153: Global Macro & Trade Tariffs: Market Volatility Ahead, ECB Meeting: Policy Outlook and Inflation Risks,
German elections and Central Bank speeches: Anticipating economic shifts
Episode 152: German Elections: Political Uncertainty and Economic Signals, Central Bank Speeches: Policy Signals in Focus,
A ‘MAGA SWF’: Don’t Dismiss This Idea
A ‘MAGA SWF’: Don’t Dismiss This Idea: We do not believe President Trump’s idea of a SWF (sovereign wealth fund) should be dismissed.
Tariffs, Geopolitics and Bank of England expectations
Episode 151: Global Macro Outlook: A Focus Beyond the U.S., U.S. Tariffs and Geopolitical Risks,
Inflation, Trade, and Fiscal Dynamics: The Week Ahead with Eurizon SLJ Capital
Episode 150: China: Watching for Stimulus and Data Updates, US: Balancing Fiscal and Monetary Policy Amid Inflation Concerns, UK: Evolving Monetary Po
Monetary Policy Insights: Key Data and Expectations from the US, Europe, and UK
Episode 149: Trade, Federal Reserve: Policy on Hold but Uncertainty Looms, European Central Bank: Cutting Rates with a Cautious Outlook,
A ‘Mar-a-Lago Accord’ on September 22, 2025?
A ‘Mar-a-Lago Accord’ on September 22, 2025?: Reached on September 22, 1985, the Plaza Accord was an agreement by the G5 countries to coordinate..
Tariffs, ECB Moves, and the Fed:What’s Next for Global Markets?
Episode 148: Trade, Tariffs, and China’s Role in the Global Economy. Central Bank Decisions Across the Globe. Macroeconomic Themes Shaping Market Se
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