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 Monetary Policy: The Sound of Silence?
Last week, we discussed the implications of the ongoing credit conditions repricing in the US, in the context of the Fed narrative...
A New Dawn for Emerging Markets
In our view, it is a watershed moment for emerging market local currency debt. The asset class has performed exceptionally well despite the challengin
83 : The Long & Short of the Week Ahead
Episode 83: How Will This Week's UK Data Release Affect the Balance of Inflation and Growth Risks in Financial Markets?
What is the New ‘Sufficiently Restrictive’?
Last week, we discussed the RBA rate decision, the recent commentary from Bank of England...
Central Banks at Easter: A Time for Reflection?
While it remains unclear what the magnitude of the banking sector concerns will be on the real economy, it is clear that the seriousness of the issue
Absolute, Not Relative: Are Markets Missing the Wood for the Trees?
Last week we discussed the continued focus of Developed Market Central Banks on the prospect of continued above trend or ‘sticky’ inflation...
82 : The Long & Short of the Week Ahead
Episode 82: US Employment Report for March and Antipodean Policy Decisions
81 : The Long & Short of the Week Ahead
Episode 81: Navigating Market Volatility: Rate Hikes, Liquidity, and Central Bank Reactions
Joining the ‘Dots’: Credit Tightening and the Monetary Cadence
Last week we discussed the evolution of the monetary impulse in developed markets this year.
80 : The Long & Short of the Week Ahead
Episode 80: What can we expect from UK and US policymakers next week?
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