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.
Rates, Inflation, and Market Volatility
Episode 130: It's a huge week for politics, a tricky week for central bank policy and a complex week for macro markets.
US Growth and Inflation Paths Make Confidence a Preference
In our last piece, we discussed the evolution of activity in the real economy, both in the UK following the most recent (arguably dovish) MPC...
Are US Rate Cuts Just Round the Corner?
Last week, we discussed the most recent monetary update from the Bank of England. The MPC voted to leave rates unchanged at 5.25%...
Jobs week, Data & Politics: A preview
Episode 131: It's 'Jobs week', the UK General Election and economic data releases...
Politics + Policy + Markets = Complexity
Episode 130: It's a huge week for politics, a tricky week for central bank policy and a complex week for macro markets.
Bank of England: B of the Bang for UK rate cuts?
Last week, we discussed the recent important macro developments in the US, from the employment report and JOLTS, to the June FOMC...
Volatile Markets, Singular Focus?
Last week, we discussed the evolution of the US data, emphasising our view that the US economy is not as strong as it seems...
The ECB rate cut, Fed projections & the BOE
Episode 129: This week we discuss the first ECB rate cut since 2019...
ECB and the Fed: The First Cut is the Weakest?
Last week, we discussed a number of factors, from the concentration of elections in EM (India, S, Africa and Mexico) and the significance of the data
A big week for the US, ECB & Global Economy
Episode 129: This week we discuss a big week for the US, ECB & Global Economy...
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