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.
Will this be a P.I.G. week for markets?
Long & Short of the Week Ahead: Will this be a P.I.G. week for markets?
US Recession: Are We Going There and, if so, What Does it Look Like?
I have seen analysis this week that suggest that the average equity price decline from either event-driven or cyclical recessions is in the order of m
Episode 54: The Long & Short of the Week Ahead
Episode 54: Will this be a P.I.G. week for markets?
What can we expect from Central Banks this week?
Long & Short of the Week Ahead: What can we expect from Central Banks this week?
Episode 53: The Long & Short of the Week Ahead
Episode 53: What can we expect from Central Banks next week?
US Inflation: Has the Fed Regained Control of the Inflation Narrative?
Despite the uncertainty in the near term, we remain convinced that the turn in the second derivative of inflation is both critical for sentiment and s
How is the evolution of the inflationary reaction function playing out?
Long & Short of the Week Ahead: How is the evolution of the inflationary reaction function playing out?
Which dominant economic shock will fade first?
Macro-monthly: Which dominant economic shock will fade first?
Global Recession: Are markets too worried, or not worried enough?
ECB decision and press conference were very interesting and mark a significant inflection point ...
Episode 52: The Long & Short of the Week Ahead
Episode 52: How is the evolution of the inflationary reaction playing out?
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