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.
Inflation, Trade, and Fiscal Dynamics: The Week Ahead with Eurizon SLJ Capital
Episode 150: China: Watching for Stimulus and Data Updates, US: Balancing Fiscal and Monetary Policy Amid Inflation Concerns, UK: Evolving Monetary Po
Monetary Policy Insights: Key Data and Expectations from the US, Europe, and UK
Episode 149: Trade, Federal Reserve: Policy on Hold but Uncertainty Looms, European Central Bank: Cutting Rates with a Cautious Outlook,
A ‘Mar-a-Lago Accord’ on September 22, 2025?
A ‘Mar-a-Lago Accord’ on September 22, 2025?: Reached on September 22, 1985, the Plaza Accord was an agreement by the G5 countries to coordinate..
Tariffs, ECB Moves, and the Fed:What’s Next for Global Markets?
Episode 148: Trade, Tariffs, and China’s Role in the Global Economy. Central Bank Decisions Across the Globe. Macroeconomic Themes Shaping Market Se
Global Macro at a Crossroads: From US Inflation to Japan’s Big Decision
Episode 147: US, UK, and European Data in Focus. Japan’s Critical Monetary Policy Moment. China’s Recovery and US Political Shifts.
China: RMB Bonds and Equities: 2025 Outlook
2024 indeed turned out to be a ‘glass-is-half-full’ year, thanks to the fiscal interventions by Beijing. We maintain a cautiously optimistic expe
Balancing Act: Fiscal Policies, Global Growth, and Market Reactions
Episode 146: UK Macro Backdrop: Navigating Fiscal and Monetary Challenges, Global Economy: Europe and China's Key Dynamics, U.S. Economic Outlook: Gro
Markets Brace for the Fed: Volatility and the Path to 2025
Episode 145: Central Banks Respond to Shifting Economic Conditions, UK's Economic Challenges in the Spotlight,All Eyes on the Fed and US Economic Sign
Asia to Americas: The Data Driving Central Bank Decisions This Week
Episode 144: Key highlights include: Asia: Diverging Central Bank Policies and Key Economic Indicators, Europe: Rate Cuts and Neutral Policy Shifts,
A huge week for the US, the Fed and Global Markets
Episode 143: Key highlights include: Global macro Landscape, Australia and New Zealand, United States
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