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Eurizon SLJ Capital

Eurizon SLJ Capital

213 episodes

3 days ago

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines discuss key macroeconomic themes and market forecasts for professional investors. They focus on the UK's upcoming budget, potential fiscal impacts, and future economic projections. The discussion also covers European Central Bank policies, the Reserve Bank of Australia's hawkish stance, global PMI data, and anticipated economic indicators from the US post-government shutdown. Additional insights include eco...

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In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines discuss key macroeconomic themes and market forecasts for professional investors. They focus on the UK's upcoming budget, potential fiscal impacts, and future economic projections. The discussion also covers European Central Bank policies, the Reserve Bank of Australia's hawkish stance, global PMI data, and anticipated economic indicators from the US post-government shutdown. Additional insights include eco...

Show more...

Episodes (20/213)

Eurizon SLJ Capital

Fiscal Strains, Hawkish Signals, and the Return of US Data

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines discuss key macroeconomic themes and market forecasts for professional investors. They focus on the UK's upcoming budget, potential fiscal impacts, and future economic projections. The discussion also covers European Central Bank policies, the Reserve Bank of Australia's hawkish stance, global PMI data, and anticipated economic indicators from the US post-government shutdown. Additional insights include eco...

3 days ago

8 minutes

Eurizon SLJ Capital

Holding, Waiting, Watching: The UK, China, and U.S. in Focus

In this week's episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution at Eurizon SLJ Capital, is joined by Neil Staines, Senior Portfolio Manager, to discuss key macroeconomic themes. They analyze the Bank of England's decision to leave rates unchanged and its implications for UK growth. Global economic indicators from China, Australia, Europe, and the USA are also reviewed, including employment reports, GDP estimates, and inflation data. The episode concludes wit...

1 week ago

7 minutes

Eurizon SLJ Capital

The Bank of England’s Balancing Act & the Fed's Dilemma

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution for Eurizon SLJ Capital, and Neil Staines, Senior Portfolio Manager, discuss recent developments in global monetary policies and their implications. They review actions by the ECB, Bank of Canada, and Bank of Japan, and look ahead to central bank announcements in various countries like Australia, Sweden, and the UK. The script also covers the latest from the Fed's FOMC meeting and concludes with a ligh...

2 weeks ago

9 minutes

Eurizon SLJ Capital

Central Banks, CPI, and the Big Macro Balancing Act

In this week's episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, Matt Jones and Neil Staines discuss Europe's economic landscape, touching on the upcoming ECB meeting, German IFO, Q3 GDP, and CPI data. The global outlook includes central bank updates from Canada, Japan, Chile, and significant data releases from various countries. In the US, key topics include the delayed CPI print, FOMC meeting, rate cut expectations, and earnings reports from major companies. The ep...

3 weeks ago

7 minutes

Eurizon SLJ Capital

A Budget, A Blackout, and A Billion-Dollar Shutdown

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones of Eurizon SLJ Capital discusses key macroeconomic themes with Neil Staines. They focus on the upcoming UK budget, significant economic data releases, and expectations for monetary policy. Globally, they examine Q3 earnings, geopolitical tensions, and economic indicators from New Zealand, Japan, and the ECB. The discussion also covers important US economic data and corporate earnings, as well as potential impacts on markets...

1 month ago

7 minutes

Eurizon SLJ Capital

Driving in the Dark: Markets Await Clarity

In this episode of 'The Long and Short of the Week Ahead', Matt Jones of Eurizon SLJ Capital is joined by Neil Staines to discuss upcoming macroeconomic themes for professional investors. They examine important UK economic data releases post-party conference season, including employment reports and the monthly GDP report. Globally, they highlight key data points from China, Europe, Australia, and emerging markets. The episode also addresses potential impacts of the US federal shutdown on data...

1 month ago

7 minutes

Eurizon SLJ Capital

Uncertainty Everywhere: Japan, Europe, and the US Shutdown

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones from Eurizon SLJ Capital and Neil Staines discuss the implications of Japan's LDP leadership election and the forthcoming economic data, including the quarterly Tankan survey and BoJ rate decision. The episode also explores key global economic events, focusing on German fiscal policy, European investor confidence, and inflation measures in Australia and New Zealand. The US economic outlook is highlighted amidst the ongoing ...

1 month ago

7 minutes

Eurizon SLJ Capital

Yen, Yields, and Payrolls: A Critical Week for Markets

In this episode, Matt Jones and Neil Staines from Eurizon SLJ Capital discuss the significant macroeconomic themes for the upcoming week, focusing on major data releases and political events in Japan, global data from China, Australia, Switzerland, the Eurozone, and significant economic activities in the US, including the payroll data. They also touch upon the potential impact of these events on global markets. The episode concludes with an overview of key sports events, including cricket, ru...

1 month ago

7 minutes

Eurizon SLJ Capital

From Dots to Data: Monetary Policy in Focus

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss key macroeconomic themes and monetary policy developments for professional investors. They analyse recent rate cuts by the Fed and other central banks, emphasising the implications for market trends and economic forecasts. The conversation also covers upcoming monetary policy decisions, expected data releases, and potential geopolitical influences, like the impact of Trump-Xi ...

1 month ago

7 minutes

Eurizon SLJ Capital

Cuts Delayed, Cuts Ahead: The UK and US in Focus

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital discuss macroeconomic themes for the upcoming week, with a focus on the UK's economic data and monetary policy, global growth dynamics, and the US Federal Reserve's actions. The discussion also touches on upcoming key economic indicators from China, Europe, and Australia. UK: Fiscal Tightening Delayed, Monetary Cuts Deferred A full suite of UK data lands next week: jobs, CPI, ...

2 months ago

8 minutes

Eurizon SLJ Capital

Europe’s Fiscal Uncertainty Meets America’s Data-Driven Debate

In this week’s Long and Short of the Week Ahead, Matt Jones is joined by Senior Portfolio Manager Neil Staines to explore the macro themes shaping markets. Key discussion points: Fiscal politics in focus: France heads toward a confidence vote after parliament rejects a prudent budget, while the UK faces rising fiscal uncertainty with tax hikes looking more likely than spending cuts. Both countries felt the pressure of bond vigilantes, with curve steepening rippling into global markets.ECB pol...

2 months ago

7 minutes

Eurizon SLJ Capital

Jobs, Politics, Inflation, and Confidence

In this week’s episode of The Long and Short of the Week Ahead, Matt Jones is joined by Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, to explore the macroeconomic themes shaping global markets. Topics covered include: United Kingdom: Fiscal deterioration comes into focus as speculation builds over how the Chancellor will address the public finances in the autumn budget. The prospect of sharp growth downgrades and pressure on the Bank of England to accelerate rate cuts.Europe ...

2 months ago

7 minutes

Eurizon SLJ Capital

Unemployment, Inflation, and the Policy Path Ahead

In this week’s episode of The Long and Short of the Week Ahead, Matt Jones is joined by Neil Staines to explore the shifting global policy landscape following another complex week for markets. We look ahead to Jackson Hole, where central bankers gather against a backdrop of conflicting signals: slowing labour markets, tariff-driven inflation, and divergent regional challenges. While Powell’s Friday speech is the headline, Neil highlights why Bailey, Lagarde, and Ueda may ultimately carry the ...

2 months ago

8 minutes

Eurizon SLJ Capital

Rate Cuts, Data Disappointments, and a Wait-and-See Fed

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones from Eurizon SLJ Capital engages with Neil Staines, Senior Portfolio Manager, to discuss recent macroeconomic data and its implications for global markets. They explore disappointing economic metrics from China and Germany, rate cuts from the RBA and the Bank of Thailand, and a dovish stance from the Norges Bank. They also analyse forthcoming trade data from the Eurozone and Japan, the impact of US tariffs, and the potentia...

3 months ago

7 minutes

Eurizon SLJ Capital

Tariffs, Tightening, and Turning Points

In this episode of "The Long and Short of the Week Ahead," Matt Jones and Neil Staines discuss the latest macroeconomic themes impacting global markets. The conversation covers the implications of new US tariffs, the outlook for US and global growth, and key economic data releases to watch in the coming week. The hosts also analyse recent monetary policy decisions from the Bank of England and preview upcoming events in China and Australia. The episode wraps up with a lighthearted look at the ...

3 months ago

8 minutes

Eurizon SLJ Capital

Macro Pressure Points: UK Wobbles, Japan Shifts, ECB Pauses

In this week's episode of 'Long and Short of the Week Ahead,' presented by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss key macroeconomic themes affecting the UK and global markets. They review recent UK headline inflation data, the rising unemployment rate, and consumer confidence indicators. Globally, they focus on Japan's political situation and its potential impact on interest rates, as well as upcoming minutes from the Reserve Bank of Australia and the European Central Bank's...

4 months ago

7 minutes

Eurizon SLJ Capital

From Tariffs to Tests: A Packed Week for Markets and the UK

This episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, hosted by Matt Jones and featuring Neil Staines, discusses the major macroeconomic themes and data releases anticipated for the coming week. The focus includes the implications of the recent US tariffs on Brazil and their potential impact on markets, inflation, and growth. The hosts also analyse global data from China, Germany, Australia, and Japan, and highlight important UK data releases and political development...

4 months ago

8 minutes

Eurizon SLJ Capital

Monetary Easing, Market Complacency, and the July 9 Trade Reckoning

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones from Eurizon SLJ Capital is joined by Neil Staines to discuss the macroeconomic themes expected to shape the coming week. They address potential rate cuts by the Bank of England, expected policy decisions from the RBA and RBNZ, and key data points from China and the Eurozone. The discussion also covers the implications of US economic data, fiscal policies, and the looming tariff deadline on July 9th. Additionally, the episo...

4 months ago

8 minutes

Eurizon SLJ Capital

Rates, Risks & the Sintra Setup: A Global Macro Realignment

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the dominant macroeconomic themes and key financial market data for the upcoming week. They highlight the crucial updates in the US, including the ISM surveys and key employment statistics, such as non-farm payrolls. The discussion covers the ECB forum in Sintra, Portugal, where the world's central bankers will meet to discuss monetary policies. Key figures like ECB's Lagarde,...

4 months ago

8 minutes

Eurizon SLJ Capital

Banking on Complexity: UK's Economic Challenges and Global Policy Shifts

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the upcoming week's macroeconomic themes with a focus on the UK and global financial markets. They highlight the economic challenges facing the UK, including job losses and weak GDP prints, and anticipate potential monetary policy actions from central banks like the Bank of England, Swiss National Bank, and the Fed. The episode also touches on significant global data releases ...

5 months ago

9 minutes