Eurizon SLJ Capital

Eurizon SLJ Capital
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Eurizon SLJ Capital

Providing first-hand emerging and developed market insights with a global context of how the world views these markets.

  1. 4D AGO

    Germany’s ‘Whatever It Takes’ Moment: Fiscal Expansion and Dollar Dilemmas

    In this episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, Matt Jones and Neil Staines discuss crucial macroeconomic themes and market developments. Key topics include Germany's surprising fiscal expansion and its implications for Europe, a review of China's recent economic stimulus measures, and the US's fiscal and monetary policy outlook. They also preview significant economic data releases and expected market moves for the coming week. 00:00 Introduction to Fiscal...

    9 min

  2. FEB 28

    Tariffs, Trade, and Payrolls: What to Watch in Global Markets

    In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss upcoming macroeconomic themes. They cover the impact of global trade tariffs, particularly the March 4th deadline for tariffs on Canada, Mexico, and China, on FX markets and volatility. They also talk about key economic indicators such as the February CAIXIN PMI from China, global manufacturing and services PMI, and the significant ECB meeting. Lastly, they focus on the US wit...

    8 min

  3. FEB 21

    German elections and Central Bank speeches: Anticipating economic shifts

    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, provide a detailed analysis of the upcoming macroeconomic themes and events. The focus begins with the German elections and their potential impact on coalition dynamics, crucial for significant fiscal policies. They also discuss the European economic outlook, specifically referencing the IFO index and comments from ECB's Isabel Schnab...

    11 min

  4. FEB 14

    Tariffs, Geopolitics and Bank of England expectations

    In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the key macroeconomic themes and data to watch in the upcoming week. As the US has a quiet week with President's Day and the end of the earnings season, the focus shifts internationally. Key data includes Japanese Q4 GDP, rate decisions from the RBA and RBNZ, and Japanese CPI. Global flash PMIs and the German election will also be closely monitored. The discussion touches on t...

    10 min

  5. FEB 8

    Inflation, Trade, and Fiscal Dynamics: The Week Ahead with Eurizon SLJ Capital

    In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital discuss global macroeconomic themes set to shape the upcoming week. They explore the Trump administration's fiscal policies, the impact of tariffs and trade relations with China, and the anticipated data releases, including CPI, PPI, and retail sales. The episode also delves into the UK's monetary policy following a recent rate cut by the Bank of England and its implications for inf...

    10 min
  6. Global Macro: Many Moving Parts, One Dominant Factor!

    FEB 3

    Global Macro: Many Moving Parts, One Dominant Factor!

    In this edition of The Long & Short, Neil Staines examines how swift US policy shifts contrast with Europe’s slower regulatory pace, shaping economic competitiveness and market sentiment. The US is enacting policy changes rapidly, while Europe remains stuck in slow-moving regulatory debates, which are impacting economic competitiveness and market sentiment.While the new US administration has drawn attention, the Federal Reserve's latest meeting underscored a slowing pace of rate cuts, r...

    10 min

  7. JAN 31

    Monetary Policy Insights: Key Data and Expectations from the US, Europe, and UK

    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 key macroeconomic themes of the upcoming week. The episode focuses on the Federal Reserve and ECB policies, recent PMI data, and anticipated economic indicators such as the US ISM Manufacturing, JOLTS, ADP, and non-farm payrolls. It also examines the ECB's recent rate cut and its implications for inflation and growth in the Eurozone. The UK's economic outlook and...

    9 min

  8. JAN 24

    Tariffs, ECB Moves, and the Fed:What’s Next for Global Markets?

    This episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital features Matt Jones and Neil Staines discussing the key macroeconomic themes and market focuses for the upcoming week. They analyze the impact of recent political events including President Trump's executive actions and the World Economic Forum in Davos, and delve into the implications of upcoming data releases and central bank actions in the US, Europe, Australia, China, and emerging markets. Key topics include the...

    10 min
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About

Providing first-hand emerging and developed market insights with a global context of how the world views these markets.

Information

  • Creator
    Eurizon SLJ Capital
  • Years Active
    2021 - 2025
  • Episodes
    183
  • Rating
    Clean
  • Copyright
    © 2025 Eurizon SLJ Capital
  • Show Website
    Eurizon SLJ Capital

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