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 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 ...
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...
