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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UK data back on the radar as markets wait for US CPI & the ECB

Episode 136: In this week's Podcast, 1) Volatility and Market Sentiment, 2) UK Economic Outlook and Data, 3) U.S. Focus and CPI Expectations

  • Article
  • September 6, 2024
  • 9 Mins Read

A big week for data across emerging markets

Episode 134: This week it's (still) all about Emerging markets...

  • Article
  • August 30, 2024
  • 9 Mins Read

An Emerging Markets takeover week

Episode 134: This week it's all about Emerging markets...

  • Article
  • August 23, 2024
  • 11 Mins Read

An intense week ahead

Episode 133: In this week's Podcast, 1) Recent Market Volatility and Forward-Looking Implications, 2) European Data and Sentiment, 3) Broader...

  • Article
  • August 16, 2024
  • 9 Mins Read

A complex week for global data

Episode 132: In this week's Podcast, 1) Central Banks in Focus, 2) Equity Markets & Earnings Season, 3) The Fed & U.S. Markets

  • Article
  • August 9, 2024
  • 8 Mins Read

Policy shifts & Volatility

Episode 132: In this week's Podcast, 1) Central Banks in Focus, 2) Equity Markets & Earnings Season, 3) The Fed & U.S. Markets

  • Article
  • August 2, 2024
  • 9 Mins Read

The Puzzle: Short-Term Volatility But Clarity Around the Medium-Term Path?

In our last piece, we discussed the evolution of activity in the real economy, both in the UK following the most recent (arguably dovish) MPC...

  • Article
  • July 26, 2024
  • 6 Mins Read

The Bank of England & US Data

Episode 131: In this week's Podcast, 1) Volatility in financial markets, 2) Bank of England's upcoming meeting, 3) Key US economic data releases

  • Article
  • July 26, 2024
  • 8 Mins Read

Rates, Inflation, and Market Volatility

Episode 130: It's a huge week for politics, a tricky week for central bank policy and a complex week for macro markets.

  • Article
  • July 19, 2024
  • 9 Mins Read

US Growth and Inflation Paths Make Confidence a Preference

In our last piece, we discussed the evolution of activity in the real economy, both in the UK following the most recent (arguably dovish) MPC...

  • Article
  • July 12, 2024
  • 7 Mins Read

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