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.
Between the Lines?
In the very short-term EUR bulls may well ‘enjoy the silence’ ahead of the FOMC, but like many current factors, we see this as transitory…
Episode 17: The Long & Short of the Week Ahead
Episode 17: Growth, Policy and Risk - from China PMIs to US payroll data, join Neil Staines, Senior Portfolio Manager...
The Rise in Fall?
Come Labor Day, St Leger’s Day, or even September FOMC Day, we expect markets will have a stronger rationale to buy (USD and stocks)…
China Insights – Local Government Bonds
Our series of ESLJ China Insights aims to shed some light on the complexities of the Chinese local bond market, its structure and main players and ...
Why is the CHF so Strong? A Balance Sheet Explanation
Extract from our "Why is the CHF so Strong? A Balance Sheet Explanation" research paper, published 18th February 2021...
Episode 16: The Long & Short of the Week Ahead
Episode 16: Neil Staines looks ahead to the China's trade data print, US inflation and UK GDP...
Banking on the Recovery?
Despite the unseasonably inclement weather in the UK over recent weeks, there is a distinct...
Emerging Markets = China + EM ex China
We find the term ‘EM’ increasingly problematic, because of the stark divergence...
Episode 15: The Long & Short of the Week Ahead
Episode 15: Neil Staines, Senior Portfolio Manager, looks ahead to the upcoming Bank of England...
Summertime?
The Old adage ‘Sell in May and go away’ may well have some historic seasonal backing, but the signal to noise ratio...
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