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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Trade Volatility, Fiscal Drift, and Central Bank Signals

Episode 159: Trade Volatility, Fiscal Drift, and Central Bank Signals

  • Article
  • May 16, 2025
  • 9 Mins Read

The Ferguson Law and the US’ Fight for a Small Government

The Trump Administration has been fighting to alter the trajectories of the US’ twin deficits...

  • Article
  • May 14, 2025
  • 4 Mins Read

Another Avalanche Warning on the Asian Currencies

The Taiwan dollar (TWD) appreciated by 7.5 percent against the dollar over the first days of May, purportedly triggered...

  • Article
  • May 6, 2025
  • 4 Mins Read

Made in the USA 2035

The economic rivalry between the US and China is intense partly because it is as much a technology war as a trade war.

  • Article
  • April 28, 2025
  • 4 Mins Read

Tariffs, Tightening, and Turning Points

Episode 158: UK: Activist Policy Ahead Amid Structural Weakness,

  • Article
  • April 25, 2025
  • 11 Mins Read

WSJ: Xi is ratcheting up China’s pain threshold for a long fight with Trump

In this follow-up note on the evolving US-China trade conflict, Stephen Jen provides a...

  • Article
  • April 24, 2025
  • 4 Mins Read

My thoughts on currencies

The future trajectory of the Trade War remains highly uncertain, with too many permutations for us to plan for...

  • Article
  • April 22, 2025
  • 4 Mins Read

FT: Is the world losing faith in the almighty US dollar?

Amid the market’s abrupt turn away from the “American Exceptionalism” narrative, Stephen Jen delivers a sharp and timely perspective on the doll

  • Article
  • April 17, 2025
  • 4 Mins Read

The Risks of Export Dumping by China

As tensions between Washington and Beijing escalate, Stephen Jen and Joana Freire explore a powerful second-order consequence: the redirection of Chin

  • Article
  • April 15, 2025
  • 4 Mins Read

Tariffs, Trade, and Turning Points: A Crucial Week for Global Markets

Episode 158: UK: Activist Policy Ahead Amid Structural Weakness,

  • Article
  • April 11, 2025
  • 8 Mins Read

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