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.
Fed Chair, Long View?
In our last piece, we discussed two main topics...
104: The Long & Short of the Week Ahead
Episode 104: October PMIs, U.S. Q3 GDP & Tech Earnings: Navigating Global Uncertainties
103: The Long & Short of the Week Ahead
Episode 103: UK Data, Global Indicators, and the Fed's Evolving Narrative
Global Macro: Are the Winds Starting to Turn?
In our last piece, we discussed the recent divergence in DM central bank rhetoric...
Macro Outlook: Sunny or Raining?
Last week, we discussed the most recent monetary policy decisions from the ECB, Federal Reserve, and the Bank of England...
102: The Long & Short of the Week Ahead
Episode 102: Central Bank & Market Reflections
End of an Era for DM Central Banks?
Two weeks ago, we discussed the upcoming Bank of England Meeting where we offered our view that the decision on rates at the September meeting would b
China’s Local Government Debt
What is the role played by the local governments in China’s property eco-system, and how should investors think about the risks posed by China’s l
100: The Long & Short of the Week Ahead
Episode 100: Policy (not data) dependent
ECB and BoE: The Shape of the Yield Curve
Last week, we discussed the UK economic data trajectory in the context of the fast-approaching September Bank of England policy meeting.
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