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.
German elections and Central Bank speeches: Anticipating economic shifts
Episode 152: German Elections: Political Uncertainty and Economic Signals, Central Bank Speeches: Policy Signals in Focus,
A ‘MAGA SWF’: Don’t Dismiss This Idea
A ‘MAGA SWF’: Don’t Dismiss This Idea: We do not believe President Trump’s idea of a SWF (sovereign wealth fund) should be dismissed.
Tariffs, Geopolitics and Bank of England expectations
Episode 151: Global Macro Outlook: A Focus Beyond the U.S., U.S. Tariffs and Geopolitical Risks,
Inflation, Trade, and Fiscal Dynamics: The Week Ahead with Eurizon SLJ Capital
Episode 150: China: Watching for Stimulus and Data Updates, US: Balancing Fiscal and Monetary Policy Amid Inflation Concerns, UK: Evolving Monetary Po
Monetary Policy Insights: Key Data and Expectations from the US, Europe, and UK
Episode 149: Trade, Federal Reserve: Policy on Hold but Uncertainty Looms, European Central Bank: Cutting Rates with a Cautious Outlook,
A ‘Mar-a-Lago Accord’ on September 22, 2025?
A ‘Mar-a-Lago Accord’ on September 22, 2025?: Reached on September 22, 1985, the Plaza Accord was an agreement by the G5 countries to coordinate..
Tariffs, ECB Moves, and the Fed:What’s Next for Global Markets?
Episode 148: Trade, Tariffs, and China’s Role in the Global Economy. Central Bank Decisions Across the Globe. Macroeconomic Themes Shaping Market Se
Global Macro at a Crossroads: From US Inflation to Japan’s Big Decision
Episode 147: US, UK, and European Data in Focus. Japan’s Critical Monetary Policy Moment. China’s Recovery and US Political Shifts.
China: RMB Bonds and Equities: 2025 Outlook
2024 indeed turned out to be a ‘glass-is-half-full’ year, thanks to the fiscal interventions by Beijing. We maintain a cautiously optimistic expe
Balancing Act: Fiscal Policies, Global Growth, and Market Reactions
Episode 146: UK Macro Backdrop: Navigating Fiscal and Monetary Challenges, Global Economy: Europe and China's Key Dynamics, U.S. Economic Outlook: Gro
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