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.
Putting the Mince Pies on Hold?
Last week, we discussed what we saw as a continued evolution of the dominant themes that have been present for a number of weeks...
109: The Long & Short of the Week Ahead
Episode 109: Global Growth Dynamics in Focus: PMI Data, Central Bank Speeches, and Key U.S. Reports Shape the Week Ahead
2024: Time for Some New Kids on the FX Block?
Last week, we discussed the recent market reaction to the recent CPI miss in the US (from the October data) and our suggestion that this was an exampl
108: The Long & Short of the Week Ahead
Episode 108: Fed Minutes and Beyond: Unpacking the Latest Developments in U.S. Financial Markets
Still Plenty to Play for in 2023?
Last week, we discussed what we saw as a continuation of the recent theme of completion of the global monetary tightening cycle...
107: The Long & Short of the Week Ahead
Episode 107: A big week for data: UK Earnings, German ZEW, China's Rebound, and US CPI Data
Will Slowing Growth Knock the US off its Narrow Path?
Last week, we discussed the most recent iteration of US monetary policy following the November FOMC where they left rates unchanged at 5.25-5.50% as e
106: The Long & Short of the Week Ahead
Episode 106: Market Sentiment Shifts: Dovish Central Banks, China's Stabilization, and Growth Forecasts
DM Central Banks: A Change of Tune?
Last week, we discussed the ECB policy decision and the accompanying Governing Council narrative.
Trouble with the Curve: Sunrise or Sunset?
Last week, we expanded upon our recent discussions on the US inflation trajectory and the resultant and extrapolated Fed policy narrative...
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
