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.
80 : The Long & Short of the Week Ahead
Episode 80: What can we expect from UK and US policymakers next week?
Banking Stress Brings Inflation and Growth Risks Back into Balance
We are now increasingly of the view that the ECB, Fed, BoE, BoC, RBA and SNB have reached the end of their respective policy hiking cycles...
79 : The Long & Short of the Week Ahead
Episode 79: Markets brace for key data and policy decisions impacting interest rates, growth, and currency paths worldwide
A Closer Demand and Supply Balance – What Are The Odds?
Last week, we discussed the dominant ongoing theme: inflation, growth and monetary policy...
The 5% GDP Growth Target
On March 5th, the government work report announced a GDP growth target of around 5% for 2023, which Premier Li Keqiang delivered on the first day of t
78 : The Long & Short of the Week Ahead
Episode 78: Central Bank Watch: Analyzing RBA, Bank of Canada, and Bank of Japan's Monetary Policy Trajectory
A More Complicated Balancing Act: Growth vs. Inflation
Last week, we discussed the recent market reaction to the stronger-than-expected payroll and inflation data for January...
77 : The Long & Short of the Week Ahead
Episode 77: Japan's Monetary Policy in the Spotlight: Retail Sales, Industrial Production, and the Evolution of Yield Curve Control
A Clash of Opinions: Risks to ‘Higher for Longer’ are Real?
Last week, we discussed the recent, better-than-expected, US data and the dominant market inference that evolved as a result...
76 : The Long & Short of the Week Ahead
Episode 76: US Rate Repricing Conundrum and the Impact of Global Factors on Financial Markets
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