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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Banking on Complexity: UK’s Economic Challenges and Global Policy Shifts

Episode 163: UK Macro Challenges and the Bank of England, Global Central Bank Week – A Raft of Decisions, US Dynamics – Powell, the Fed, and Fisca

  • Article
  • June 13, 2025
  • 1 Min Read

Section 899: Don’t Take It Too Seriously

We believe analysts may be taking Section 899 too seriously. (1) The proposed Section 899 will most likely not be enacted: it is meant...

  • Article
  • June 9, 2025
  • 4 Mins Read

Market Calm or Complacency? Inflation, Trade, and Volatility Risks

Episode 162: US Macro Outlook and Trade Negotiations, Europe: ECB Decision and Growth Prospects, UK: Data Watch and Policy Pause

  • Article
  • June 6, 2025
  • 10 Mins Read

Why is Resurrecting Manufacturing Important for the US?

Besides bolstering national security, (1) manufacturing has a multiplier factor of around three, i.e., the overall impact of manufacturing...

  • Article
  • June 3, 2025
  • 4 Mins Read

Data vs. Disruption: A Critical Week for Markets

Episode 161: Global Data Outlook, ECB Policy Outlook, US Macro Outlook

  • Article
  • May 30, 2025
  • 9 Mins Read

China: Cut-throat Price War in EVs

When Chinese companies focus on a challenge, they run as fast as possible and turn the dial-up to11....

  • Article
  • May 27, 2025
  • 4 Mins Read

Trump plans to impose 50% tariff on EU imports from next month

Trump plans to impose 50% tariff on EU imports from next month: Stephen Jen warns that the trade war is widening...

  • Article
  • May 26, 2025
  • 4 Mins Read

Short Week, Long List: Trade, Rates & Fiscal Reckonings

Episode 160: Europe and Global Data Outlook, Global Monetary Policy Trajectory, US Dominance Continues

  • Article
  • May 23, 2025
  • 8 Mins Read

My thoughts on currencies, May 2025

My Thoughts on Currencies: Policy-wise in the US, 2025 has so far been a year of the ‘twin deficits’...

  • Article
  • May 22, 2025
  • 4 Mins Read

Washington deserved a downgrade

Washington deserved a downgrade: Following Moody’s decision to strip the US of its final AAA sovereign rating...

  • Article
  • May 20, 2025
  • 4 Mins Read

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