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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Fed Chair, Long View?

In our last piece, we discussed two main topics...

  • Article
  • October 20, 2023
  • 8 Mins Read

104: The Long & Short of the Week Ahead

Episode 104: October PMIs, U.S. Q3 GDP & Tech Earnings: Navigating Global Uncertainties

  • Article
  • October 20, 2023
  • 7 Mins Read

103: The Long & Short of the Week Ahead

Episode 103: UK Data, Global Indicators, and the Fed's Evolving Narrative

  • Article
  • October 13, 2023
  • 7 Mins Read

Global Macro: Are the Winds Starting to Turn?

In our last piece, we discussed the recent divergence in DM central bank rhetoric...

  • Article
  • October 13, 2023
  • 8 Mins Read

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...

  • Article
  • September 29, 2023
  • 7 Mins Read

102: The Long & Short of the Week Ahead

Episode 102: Central Bank & Market Reflections

  • Article
  • September 29, 2023
  • 7 Mins Read

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

  • Article
  • September 22, 2023
  • 8 Mins Read

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

  • Article
  • September 21, 2023
  • 6 Mins Read

100: The Long & Short of the Week Ahead

Episode 100: Policy (not data) dependent

  • Article
  • September 15, 2023
  • 7 Mins Read

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.

  • Article
  • September 15, 2023
  • 8 Mins Read

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