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.
Tariffs, Trade, and Turning Points: A Crucial Week for Global Markets
Episode 158: UK: Activist Policy Ahead Amid Structural Weakness,
WSJ: The dollar and the bond market’s ominous message for Trump
I think this editorial by Greg Ip underscores the biggest question mark in the market, besides the policy surprises: why US are bond yields not lower?
The Long-Awaited Dollar Correction Finally Commencing
We ceased to be dollar-positive some two years ago and stressed our bearish view on the dollar throughout H2 2024.
Global Trade Shifts: Impact on Markets and Macro Trends
Episode 157: US Macro Data and Earnings: A Complex Reaction Function,
Some thoughts on the US trade tariffs announced last night
There are three phases in this Trade War: (1) the US launches its ‘attack’, or retaliation for a history of unfair terms of trade; (2)...
Westminster to Washington: Rates, Rules, and Reciprocal Tariffs
Episode 156: UK: Fiscal Policy and Monetary Outlook, Europe: Fiscal Expansion and ECB Implication,
My thoughts on currencies
In this wide-ranging note, Stephen Jen offers a two-layered view of the current macro landscape: one focused on the underlying...
A Strong Core Europe = Higher Centrifugal Force
Europe’s cyclical outlook is finally brightening, driven by a decisive fiscal pivot, especially in Germany.
Balancing Act: Germany’s Stimulus Measures and US Fiscal Consolidation
Episode 155: Global Macro Data Preview: Diverging fiscal paths set the tone for markets, UK Macro Outlook: Back in focus, but still on hold...
Germany’s ‘Whatever It Takes’ Moment: Fiscal Expansion and Dollar Dilemmas
Episode 154: Germany’s ‘Whatever It Takes’ Moment: Bold Fiscal Moves and Global Market Ripples, China’s Growth Reboot: Stimulus Measures, Infl
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