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...
Unemployment, Inflation, and the Policy Path Ahead
Eurizon SLJ Capital
8 minutes
2 months ago
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 ...
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...
