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.
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
Market Calm or Complacency? Inflation, Trade, and Volatility Risks
Episode 162: US Macro Outlook and Trade Negotiations, Europe: ECB Decision and Growth Prospects, UK: Data Watch and Policy Pause
Data vs. Disruption: A Critical Week for Markets
Episode 161: Global Data Outlook, ECB Policy Outlook, US Macro Outlook
Short Week, Long List: Trade, Rates & Fiscal Reckonings
Episode 160: Europe and Global Data Outlook, Global Monetary Policy Trajectory,
US Dominance Continues
Trade Volatility, Fiscal Drift, and Central Bank Signals
Episode 159: Trade Volatility, Fiscal Drift, and Central Bank Signals
Tariffs, Tightening, and Turning Points
Episode 158: UK: Activist Policy Ahead Amid Structural Weakness,
Tariffs, Trade, and Turning Points: A Crucial Week for Global Markets
Episode 158: UK: Activist Policy Ahead Amid Structural Weakness,
Global Trade Shifts: Impact on Markets and Macro Trends
Episode 157: US Macro Data and Earnings: A Complex Reaction Function,
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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.
