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.
Global Macro at a Crossroads: From US Inflation to Japan’s Big Decision
Episode 147: US, UK, and European Data in Focus. Japan’s Critical Monetary Policy Moment. China’s Recovery and US Political Shifts.
China: RMB Bonds and Equities: 2025 Outlook
2024 indeed turned out to be a ‘glass-is-half-full’ year, thanks to the fiscal interventions by Beijing. We maintain a cautiously optimistic expe
Balancing Act: Fiscal Policies, Global Growth, and Market Reactions
Episode 146: UK Macro Backdrop: Navigating Fiscal and Monetary Challenges, Global Economy: Europe and China's Key Dynamics, U.S. Economic Outlook: Gro
Markets Brace for the Fed: Volatility and the Path to 2025
Episode 145: Central Banks Respond to Shifting Economic Conditions, UK's Economic Challenges in the Spotlight,All Eyes on the Fed and US Economic Sign
Asia to Americas: The Data Driving Central Bank Decisions This Week
Episode 144: Key highlights include: Asia: Diverging Central Bank Policies and Key Economic Indicators, Europe: Rate Cuts and Neutral Policy Shifts,
A huge week for the US, the Fed and Global Markets
Episode 143: Key highlights include: Global macro Landscape, Australia and New Zealand, United States
Post-Election Contrarian Views: Inflation or Disinflation? Dollar Strength or Weakness?
Episode 142: Key highlights include UK: Global Economic Indicators, Central Bank Actions and Policies, U.S. Election and Market Sentiment.
The Intersection of Fiscal Policies, Central Banks, and the US Election
Episode 142: Key highlights include UK: Global Economic Indicators, Central Bank Actions and Policies, U.S. Election and Market Sentiment.
Fiscal Policies and Election Economics: Insights from the UK, US, and Japan
Episode 141: Key highlights include UK: Budget Impact on Macro and Market, Japan: Election Impacts and Economic Stimulus,
UK Budget, Bank of England & Global Macro Volatility
Episode 140: Key highlights include UK Growth Outlook and Data Focus, China Stimulus: Uncertainty and Market Reactions, ECB Meeting and Europe’s Eco
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