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.
GBP Crisis, or Communication Error?
No sooner had we pressed ‘publish’ on our thoughts for last week, than the landscape changed once more...
What can we expect from the 20th National Party Congress?
What can we expect from the 20th National Party Congress, as 2,000 senior members of the CCP meet next month...
Has The Fed Mark-to-Market Delivered?
In eventuality, the Fed ‘out hawked the hawks’, or marked the dots to market...
Energy, Inflation and The (Very) Big Short!
We continue to see a soft landing as a likely outcome (although there are clearly risks in both directions - growth and inflation) and recent market r
63: The Long & Short of the Week Ahead
Episode 63: It's all about Central Banks
62: The Long & Short of the Week Ahead
Episode 62: Inflation, economic data and a time to reflect
Monetary Policy Formula for Success
We continue to see a soft landing as a likely outcome (although there are clearly risks in both directions - growth and inflation) and recent market r
61: The Long & Short of the Week Ahead
Episode 61: Neil talks about the EBC
Jackson Hole: Game Changer or an Oscillation on the Same Glide Path?
Overall, the ECB developments were broadly as expected and, from our perspective, likely enough to stabilise the EUR...
60: The Long & Short of the Week Ahead
Episode 60: Neil discusses what is next for the 3 engines of global growth?
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