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.
Is Tightening Easing Globally?
Rate hikes (and ultimately rates) increasingly appear to be peaking. With that so too should the USD...
Some thoughts on the 20th National Party Congress
The 20th CCP Congress had a shocking conclusion, but what does it mean for Chinese assets?
What are the prospects for China’s economic growth, geopolitics and outlook?
Our interactive video, with Stephen Jen, explores the prospects for China's economic growth, geopolitics and outlook.
GBP Crisis, or Communication Error?
No sooner had we pressed ‘publish’ on our thoughts for last week, than the landscape changed once more...
What can we expect from the 20th National Party Congress?
What can we expect from the 20th National Party Congress, as 2,000 senior members of the CCP meet next month...
Has The Fed Mark-to-Market Delivered?
In eventuality, the Fed ‘out hawked the hawks’, or marked the dots to market...
Energy, Inflation and The (Very) Big Short!
We continue to see a soft landing as a likely outcome (although there are clearly risks in both directions - growth and inflation) and recent market r
63: The Long & Short of the Week Ahead
Episode 63: It's all about Central Banks
62: The Long & Short of the Week Ahead
Episode 62: Inflation, economic data and a time to reflect
Monetary Policy Formula for Success
We continue to see a soft landing as a likely outcome (although there are clearly risks in both directions - growth and inflation) and recent market r
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