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.
US Debt Ceiling and Financial Markets: Risk off or Just a Familiar Dance?
In our last piece, we discussed the most recent developments in the inputs and official commentary on central bank monetary policy...
88: The Long & Short of the Week Ahead
Episode 88: Caution and Complexity: Central Banks, Inflation, Debt Limit Dilemma
Global Macro and the Debt Ceiling: Figure It Out?
In our last piece, we discussed the recent central bank actions and rhetoric from the ECB, BoE and Federal Reserve...
87: The Long & Short of the Week Ahead
Episode 87: Global PMI Data, UK Inflation Drop, FOMC Minutes - Implications for Growth, Rates & Policy
A Significant Watershed for DM Rates: End of the Road?
In our last piece, we discussed our views of the impact of credit concerns in the (small) banking sector and how they appeared to differ from central
86: The Long & Short of the Week Ahead
Episode 86: Central banks, Data and Geopolitical Risks
85: The Long & Short of the Week Ahead
Episode 85: Data Deluge: US and European Economic Indicators to Watch Next Week
The Monetary Policy Limit: One More Time?
Last week, we discussed the two dominant schools of thought in the macro space that have evolved...
RMB Bonds: Indispensable, Not Uninvestible
In the past year, the question of whether RMB assets are investible for global investors has come up frequently.
84 : The Long & Short of the Week Ahead
Episode 84: Bank of Japan meeting, tech sector earnings, and FOMC meeting to shape market sentiment in upcoming week
Our written research products aim to provide unique and orthogonal insights on key global economic and policy issues in a timely fashion.
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