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.
Europe’s Fiscal Uncertainty Meets America’s Data-Driven Debate
Episode 171: Europe’s Fiscal Uncertainty Meets America’s Data-Driven Debate. Fiscal Policy – Europe and the UK, ECB and European Outlook, US Job
Jobs, Politics, Inflation, and Confidence
Episode 170: Jobs, Politics, Inflation, and Confidence: United Kingdom: Fiscal Strain and Growth Risks, Europe & Japan: Politics Meets Policy, United
The UK is Likely Moving to the Bad Side of the Laffer Curve
The UK is Likely Moving to the Bad Side of the Laffer Curve: The UK is in a fiscal bind; we are worried: the 30-year gilts yield reached the highest l
Unemployment, Inflation, and the Policy Path Ahead
Episode 169: Unemployment, Inflation, and the Policy Path Ahead: Global Central Bank Dynamics, Data Watch: The Week Ahead, Macro Focal Points
Rate Cuts, Data Disappointments, and a Wait-and-See Fed
Episode 168: Rate Cuts, Data Disappointments, and a Wait-and-See Fed: Global Growth & Trade Outlook, UK Economic Picture & Policy Implications...
Tariffs, Tightening, and Turning Points
Episode 167: Tariffs, Tightening, and Turning Points. US Outlook – Tariffs, Growth, and Inflation Risks. Global Watch – China Data and Australian
Macro Pressure Points: UK Wobbles, Japan Shifts, ECB Pauses
Episode 166: Macro Pressure Points: UK Wobbles, Japan Shifts, ECB Pauses. UK: Inflation Surprises & a Sliding Economy,Global: From Japan’s Politics
From Tariffs to Tests: A Packed Week for Markets and the UK
Episode 165: UK, Australia & New Zealand: Easing Biases and Fiscal Shifts, US: Hard vs. Soft Data, Fiscal Clarity, and Tariff Tensions, Trade Risk: Un
Monetary Easing, Market Complacency, and the July 9 Trade Reckoning
Episode 165: UK, Australia & New Zealand: Easing Biases and Fiscal Shifts, US: Hard vs. Soft Data, Fiscal Clarity, and Tariff Tensions, Trade Risk: Un
Rates, Risks & the Sintra Setup: A Global Macro Realignment
Episode 164: US Data and Macro Focus, The Sintra Summit and Global Central Bank Watch, Geopolitics, Fiscal Policy, and Trade Dynamics
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