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.
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...
105: The Long & Short of the Week Ahead
Episode 105: U.S. Economic Data, Central Banks' Moves & Fed's Outlook: A Pivotal Week Ahead
Fed Chair, Long View?
In our last piece, we discussed two main topics...
104: The Long & Short of the Week Ahead
Episode 104: October PMIs, U.S. Q3 GDP & Tech Earnings: Navigating Global Uncertainties
103: The Long & Short of the Week Ahead
Episode 103: UK Data, Global Indicators, and the Fed's Evolving Narrative
Global Macro: Are the Winds Starting to Turn?
In our last piece, we discussed the recent divergence in DM central bank rhetoric...
Macro Outlook: Sunny or Raining?
Last week, we discussed the most recent monetary policy decisions from the ECB, Federal Reserve, and the Bank of England...
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