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...
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...
Eurizon SLJ Capital
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...
