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.
Market Calm or Complacency? Inflation, Trade, and Volatility Risks
Episode 162: US Macro Outlook and Trade Negotiations, Europe: ECB Decision and Growth Prospects, UK: Data Watch and Policy Pause
Why is Resurrecting Manufacturing Important for the US?
Besides bolstering national security, (1) manufacturing has a multiplier factor of around three, i.e., the overall impact of manufacturing...
Data vs. Disruption: A Critical Week for Markets
Episode 161: Global Data Outlook, ECB Policy Outlook, US Macro Outlook
China: Cut-throat Price War in EVs
When Chinese companies focus on a challenge, they run as fast as possible and turn the dial-up to11....
Trump plans to impose 50% tariff on EU imports from next month
Trump plans to impose 50% tariff on EU imports from next month: Stephen Jen warns that the trade war is widening...
Short Week, Long List: Trade, Rates & Fiscal Reckonings
Episode 160: Europe and Global Data Outlook, Global Monetary Policy Trajectory, US Dominance Continues
My thoughts on currencies, May 2025
My Thoughts on Currencies: Policy-wise in the US, 2025 has so far been a year of the ‘twin deficits’...
Washington deserved a downgrade
Washington deserved a downgrade: Following Moody’s decision to strip the US of its final AAA sovereign rating...
Trade Volatility, Fiscal Drift, and Central Bank Signals
Episode 159: Trade Volatility, Fiscal Drift, and Central Bank Signals
The Ferguson Law and the US’ Fight for a Small Government
The Trump Administration has been fighting to alter the trajectories of the US’ twin deficits...
Our research
Our written research products aim to provide unique and orthogonal insights on key global economic and policy issues in a timely fashion.
Subscribe to our insights
If you are interested in our content, please sign up below and we will deliver Eurizon SLJ insights right to your inbox.
I consent to my data being collected and stored for the purposes of providing me information regarding my enquiry and related services. If you have any questions about your data please contact us at research@eurizonslj.com
