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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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...

  • Article
  • April 21, 2023
  • 8 Mins Read

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

  • Article
  • April 19, 2023
  • 6 Mins Read

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?

  • Article
  • April 14, 2023
  • 6 Mins Read

What is the New ‘Sufficiently Restrictive’?

Last week, we discussed the RBA rate decision, the recent commentary from Bank of England...

  • Article
  • April 14, 2023
  • 9 Mins Read

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

  • Article
  • April 6, 2023
  • 9 Mins Read

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...

  • Article
  • March 31, 2023
  • 8 Mins Read

82 : The Long & Short of the Week Ahead

Episode 82: US Employment Report for March and Antipodean Policy Decisions

  • Article
  • March 31, 2023
  • 7 Mins Read

81 : The Long & Short of the Week Ahead

Episode 81: Navigating Market Volatility: Rate Hikes, Liquidity, and Central Bank Reactions

  • Article
  • March 24, 2023
  • 7 Mins Read

Joining the ‘Dots’: Credit Tightening and the Monetary Cadence

Last week we discussed the evolution of the monetary impulse in developed markets this year.

  • Article
  • March 24, 2023
  • 10 Mins Read

80 : The Long & Short of the Week Ahead

Episode 80: What can we expect from UK and US policymakers next week?

  • Article
  • March 17, 2023
  • 8 Mins Read

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Our written research products aim to provide unique and orthogonal insights on key global economic and policy issues in a timely fashion.

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