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.

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Balancing Act: Germany’s Stimulus Measures and US Fiscal Consolidation

March 14, 2025
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Episode 155: Global Macro Data Preview: Diverging fiscal paths set the tone for markets, UK Macro Outlook: Back in focus, but still on hold…

Germany’s ‘Whatever It Takes’ Moment: Fiscal Expansion and Dollar Dilemmas

March 7, 2025
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Episode 154: Germany’s ‘Whatever It Takes’ Moment: Bold Fiscal Moves and Global Market Ripples, China’s Growth Reboot: Stimulus Measures, Inflation Targets, and Currency Dynamics

Tariffs, Trade, and Payrolls: What to Watch in Global Markets

Tariffs, Trade, and Payrolls: What to Watch in Global Markets

February 28, 2025
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Episode 153: Global Macro & Trade Tariffs: Market Volatility Ahead, ECB Meeting: Policy Outlook and Inflation Risks,

German elections and Central Bank speeches: Anticipating economic shifts

February 21, 2025
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Episode 152: German Elections: Political Uncertainty and Economic Signals, Central Bank Speeches: Policy Signals in Focus,

Tariffs, Geopolitics and Bank of England expectations

February 14, 2025
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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

February 8, 2025
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Episode 150: China: Watching for Stimulus and Data Updates, US: Balancing Fiscal and Monetary Policy Amid Inflation Concerns, UK: Evolving Monetary Policy and Economic Prospects

Monetary Policy Insights: Key Data and Expectations from the US, Europe, and UK

January 31, 2025
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Episode 149: Trade, Federal Reserve: Policy on Hold but Uncertainty Looms, European Central Bank: Cutting Rates with a Cautious Outlook,

Tariffs-ECB-Moves-and-the-Fed-Whats-Next-for-Global-Markets

Tariffs, ECB Moves, and the Fed:What’s Next for Global Markets?

January 24, 2025
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Episode 148: Trade, Tariffs, and China’s Role in the Global Economy. Central Bank Decisions Across the Globe. Macroeconomic Themes Shaping Market Sentiment.

Global Macro at a Crossroads: From US Inflation to Japan’s Big Decision

January 17, 2025
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Episode 147: US, UK, and European Data in Focus. Japan’s Critical Monetary Policy Moment. China’s Recovery and US Political Shifts.

Balancing Act: Fiscal Policies, Global Growth, and Market Reactions

January 10, 2025

Episode 146: UK Macro Backdrop: Navigating Fiscal and Monetary Challenges, Global Economy: Europe and China’s Key Dynamics, U.S. Economic Outlook: Growth and Inflation in Focus

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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.

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