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.
A Clash of Opinions: Risks to ‘Higher for Longer’ are Real?
Last week, we discussed the recent, better-than-expected, US data and the dominant market inference that evolved as a result...
76 : The Long & Short of the Week Ahead
Episode 76: US Rate Repricing Conundrum and the Impact of Global Factors on Financial Markets
US Data: A Bump in the Road, or a Change of Direction?
Last week, we discussed the recent policy decisions from the ECB, BoE and the Fed and how their respective monetary policy trajectories...
Which Is The Bigger Risk: Growth or Inflation?
Last week, we discussed the most recent monetary policy decision meetings from the Fed, ECB and BoE...
75 : The Long & Short of the Week Ahead
Episode 75: Inflation and Labor Market Dynamics Take Center Stage in the US
74 : The Long & Short of the Week Ahead
Episode 74: Central Bank Policy Decisions Dominate Financial Markets Next Week
DM Central Banks: An Oasis of Hope, or Just a Blur?
Last week we discussed the significance of this week's events on the global macroeconomic outlook and for financial markets.
73 : The Long & Short of the Week Ahead
Episode 73: A tale of three central banks
Central Bank Preview: Right Notes, Wrong Order?
Last week we discussed the Bank of Japan and its monetary policy evolution against a complicated global macroeconomic backdrop.
72 : The Long & Short of the Week Ahead
Episode 72: Is the Fed's hiking cycle coming to an end? An important period of reflection, with implications for global risk sentiment
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