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.
The Problem is Debt, Not the Debt Ceiling
The looming risk of the debt ceiling triggering a default by the US is the urgent matter concerning investors.
Global Macro and the Debt Ceiling: Figure It Out?
In our last piece, we discussed the recent central bank actions and rhetoric from the ECB, BoE and Federal Reserve...
87: The Long & Short of the Week Ahead
Episode 87: Global PMI Data, UK Inflation Drop, FOMC Minutes - Implications for Growth, Rates & Policy
Europe to Stay on the Fence on China
The structural competition between the US and China could intensify further.
A Significant Watershed for DM Rates: End of the Road?
In our last piece, we discussed our views of the impact of credit concerns in the (small) banking sector and how they appeared to differ from central
86: The Long & Short of the Week Ahead
Episode 86: Central banks, Data and Geopolitical Risks
China and the De Facto Asian Economic Union
The global economy is approaching a major watershed: for the first time in modern history, the three economic blocs – the US, Europe, and Asia...
85: The Long & Short of the Week Ahead
Episode 85: Data Deluge: US and European Economic Indicators to Watch Next Week
The Monetary Policy Limit: One More Time?
Last week, we discussed the two dominant schools of thought in the macro space that have evolved...
RMB Bonds: Indispensable, Not Uninvestible
In the past year, the question of whether RMB assets are investible for global investors has come up frequently.
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