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.
Can growth disappointment unlock volatility?
Last week, we discussed the announcement of the UK General Election and how political uncertainty...
Central Banks, Ballots, and Inflation
Episode 128: This week we discuss Central Banks, the UK Election and Inflation...
Ticking Clocks: Inflation and Politics?
Last week, we discussed the evolution of UK monetary policy expectations following on from the Bank of England decision that brought two dissents in f
Inflation: Milestone or Millstone?
Last week, we discussed what we described as a milestone in the monetary policy trajectory of the Bank of England...
Central Banks, Elections, and Market Trends
Episode 127: This week we discuss Central Banks, Elections, and Market Trends...
Inflation and Policy Rates: One Direction?
Last week, we further discussed our long-held disagreement with the market extrapolation of both US growth and European weakness (US exceptionalism)..
Global Economy & Bank Rates: What’s Next?
Episode 126: This week we discuss: 1) The Bank of England Milestone, 2) Global Economic Outlook, 3) Key Data Releases in the US.
A Higher, Narrower, More Treacherous Path?
Last week, we questioned the clear market consensus view of US exceptionalism - at least in terms of the recent market desire to extrapolate (signific
Central Banks and the Balance of Risks
Episode 125: This week we discuss: 1) Federal Reserve's Stance, 2) Global Central Banks and Policy Shifts, 3) European Central Bank's Rate Cutting Cyc
Convergence Not Divergence: A Growing Asymmetry?
Last week, we discussed the concept of confidence, confidence that inflation is returning to target in the context of the restrictiveness of current m
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