Research led podcasts
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. Listen to our latest podcasts below.
Europe’s Fiscal Uncertainty Meets America’s Data-Driven Debate
Episode 171: Europe’s Fiscal Uncertainty Meets America’s Data-Driven Debate. Fiscal Policy – Europe and the UK, ECB and European Outlook, US Jobs and Monetary Policy
Jobs, Politics, Inflation, and Confidence
Episode 170: Jobs, Politics, Inflation, and Confidence: United Kingdom: Fiscal Strain and Growth Risks, Europe & Japan: Politics Meets Policy, United States: Payrolls Take Centre Stage
Unemployment, Inflation, and the Policy Path Ahead
Episode 169: Unemployment, Inflation, and the Policy Path Ahead: Global Central Bank Dynamics, Data Watch: The Week Ahead, Macro Focal Points
Rate Cuts, Data Disappointments, and a Wait-and-See Fed
Episode 168: Rate Cuts, Data Disappointments, and a Wait-and-See Fed: Global Growth & Trade Outlook, UK Economic Picture & Policy Implications…
Tariffs, Tightening, and Turning Points
Episode 167: Tariffs, Tightening, and Turning Points. US Outlook – Tariffs, Growth, and Inflation Risks. Global Watch – China Data and Australian Rate Cut Prospects.
Macro Pressure Points: UK Wobbles, Japan Shifts, ECB Pauses
Episode 166: Macro Pressure Points: UK Wobbles, Japan Shifts, ECB Pauses. UK: Inflation Surprises & a Sliding Economy,Global: From Japan’s Politics to the ECB’s Pause
From Tariffs to Tests: A Packed Week for Markets and the UK
Episode 165: UK, Australia & New Zealand: Easing Biases and Fiscal Shifts, US: Hard vs. Soft Data, Fiscal Clarity, and Tariff Tensions, Trade Risk: Undervalued Threats Ahead of the Tariff Deadline
Monetary Easing, Market Complacency, and the July 9 Trade Reckoning
Episode 165: UK, Australia & New Zealand: Easing Biases and Fiscal Shifts, US: Hard vs. Soft Data, Fiscal Clarity, and Tariff Tensions, Trade Risk: Undervalued Threats Ahead of the Tariff Deadline
Rates, Risks & the Sintra Setup: A Global Macro Realignment
Episode 164: US Data and Macro Focus, The Sintra Summit and Global Central Bank Watch, Geopolitics, Fiscal Policy, and Trade Dynamics
Banking on Complexity: UK’s Economic Challenges and Global Policy Shifts
Episode 163: UK Macro Challenges and the Bank of England, Global Central Bank Week – A Raft of Decisions, US Dynamics – Powell, the Fed, and Fiscal Friction
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Our written research products aim to provide unique and orthogonal insights on key global economic and policy issues in a timely fashion.
