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.
Lest We Forget?
Against the backdrop of Remembrance Day, it is perhaps a worthy time to take a step back and contemplate, reflect...
Episode 27: The Long & Short of the Week Ahead
Episode 27: Bonfire Night - will there be fireworks in the markets? The Bank of England, US CPI and European investor confidence...
The Calm After the Storm?
This week’s blog could well have been called ‘Reaction, Reaction, Reaction’...
Episode 26: The Long & Short of the Week Ahead
Episode 26: It's Halloween, and markets are spooked by inflation. The Reserve Bank of Australia, the Bank of England, The Fed and US Payrolls...
Inflation, Inflation, Inflation?
The ECB President was clear this week that the three drivers of higher near-term inflation would “fade out”...
Episode 25: The Long & Short of the Week Ahead
Episode 25: The UK budget, the ECB October meeting, Eurozone CPI and US PCE - join Neil Staines, Senior Portfolio Manager...
And Then There Were None?
The complexities of the current global macro backdrop are starting to seem more than transient...
Episode 24: The Long & Short of the Week Ahead
Episode 24: China Q3 GDP and retail sales data, the UK and GBP, and global PMIs - join Neil Staines, Senior Portfolio Manager...
Divergent Complexities?
Often when we refer to things as complex, it is because we do not fully understand them…
Episode 23: The Long & Short of the Week Ahead
Episode 23: The Bank of England, UK employment report, US CPI, Fed Minutes, and the ECB - join Neil Staines, Senior Portfolio Manager...
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