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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99: The Long & Short of the Week Ahead

Episode 99: Global Data: US CPI, China's Economic Pulse, and ECB's Rate Path

  • Article
  • September 8, 2023
  • 8 Mins Read

A Pause from the Old Lady? Some Might Say

Last week, we recapped some of the important developments or events through the summer period

  • Article
  • September 8, 2023
  • 8 Mins Read

High US Yields Not Likely Reflecting Sticky Inflation

In this note, we focus on the period in the mid-1970s between the two oil price and US inflation spikes.

  • Article
  • September 8, 2023
  • 4 Mins Read

Economic Momentum: Growth is the New Inflation

In our last piece, prior to the brief summer interlude, we discussed the composition and market reaction to the US inflation reading for July...

  • Article
  • September 1, 2023
  • 8 Mins Read

98: The Long & Short of the Week Ahead

Episode 98: US Labor, Global Growth, and Policy Evolution Insights

  • Article
  • September 1, 2023
  • 7 Mins Read

An Update on the China Property Sector

China’s property sector is big, but not overwhelmingly big, compared to the cycle that Japan had in the late-1980s...

  • Article
  • August 24, 2023
  • 6 Mins Read

97: The Long & Short of the Week Ahead

Episode 97: Financial Maze: US CPI, Global Markets, and UK's Pivotal Week

  • Article
  • August 11, 2023
  • 7 Mins Read

DM Rate Cuts: From Talking To Walking, Growth is the Key!

Last week, we discussed the latest monetary policy decision from the Bank of England

  • Article
  • August 11, 2023
  • 8 Mins Read

96: The Long & Short of the Week Ahead

Episode 96: A big week ahead for US Data, Rates & Market Sentiment

  • Article
  • August 4, 2023
  • 7 Mins Read

Bank of England and the Path of Least Resistance

Last week, we discussed the latest round of central bank meetings from the Federal Reserve, ECB, and Bank of Japan...

  • Article
  • August 4, 2023
  • 8 Mins Read

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