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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.
Episode 1: Long & Short of the week ahead
Episode 1: From UK unemployment figures to the upcoming ECB meeting, join Neil Staines....
Here Comes the Boom?
We are at the beginning of a boom for US consumption and economic growth...
Exceptionalism?
April has begun with something of an adjustment in financial markets...
Unprecedented Fiscal Expansion?
The term ‘unprecedented’ has been used so much over the past 12 months that you could argue it has become somewhat paradoxical...
The Hare and The Tortoise?
The dominant theme for currency and asset markets over coming months is differentiation...
Resolutely Dovish?
The reaction function of the Fed, so far at least, appears to be not to react...
Creatively Ambiguous?
This week, focus fell on the European Central Bank President and the ‘favourable financing conditions’...
Don’t Stop Me Now?
Interesting narratives emerged this week regarding growth and policy normalisation…
Least Favourite Bond?
While market tensions are rising with the sell-off in bonds we maintain an optimistic growth outlook…
Favourable Progress?
We continue to see the growth and yield differentials in favour of the US driving a lower EURUSD exchange rate…
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