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. Slow, Slow, Quick, Quick, Slow? Storytelling and the Fed Foxtrot

    6 DAYS AGO

    Slow, Slow, Quick, Quick, Slow? Storytelling and the Fed Foxtrot

    In this episode of 'The Long & Short,' Neil Staines from Eurizon SLJ Capital reviews key macroeconomic developments from the past week for professional investors. Introduction (ECB Policy and Market Reactions): The ECB’s recent 25 basis point rate cut and modest forecast adjustments underscore its cautious approach amid risks from potential U.S. tariffs. Markets may have overestimated the likelihood of a more aggressive policy shift.Bank of Japan (BoJ): The BoJ maintained its rates a...

    14 min
  2. Finding Neutral: Fast and Furious or Calm and Collected?

    DEC 13

    Finding Neutral: Fast and Furious or Calm and Collected?

    This episode of 'The Long and Short,' an audio blog by Eurizon SLJ Capital, covers the macroeconomic themes from the past week, particularly focusing on recent data and central bank actions. The discussion, based on Neil Staines' LinkedIn newsletter, explores the anticipated rate cuts by the FOMC and ECB, driven by evolving economic indicators and policy directions. It delves into the significance of the November employment report, CPI figures, and ECB's recent rate adjustments. Additionally,...

    10 min

  3. DEC 13

    Markets Brace for the Fed: Volatility and the Path to 2025

    In this episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the week's macroeconomic themes, focusing on recent central bank actions and their implications for developed and emerging markets. Key discussions include rate changes and outlooks from the ECB, RBA, Bank of Canada, and Swiss National Bank, alongside market expectations for the Fed and Bank of Japan. The episode also touches on UK's economic data and its impact on the Bank ...

    12 min
  4. All Roads Lead to the Fed in the Remainder of 2024?

    DEC 6

    All Roads Lead to the Fed in the Remainder of 2024?

    In this episode of 'The Long and Short,' Eurizon SLJ Capital delves into significant macroeconomic events and themes from the past week, based on a LinkedIn newsletter by Neil Staines: The nomination of Scott Bessent as US Treasury Secretary signals a potential shift towards fiscal conservatism, challenging expectations of expansive fiscal policy under Trump, with implications for inflation and the US yield curve.Fed minutes from November highlighted signs of a weakening consumer and pot...

    9 min

  5. DEC 6

    Asia to Americas: The Data Driving Central Bank Decisions This Week

    In this week's episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss essential macroeconomic themes for professional investors. The discussion includes anticipation around Japan's Bank of Japan meeting, insights into China's economic stimulus impact, analysis of the Reserve Bank of Australia's rate expectations, and political and economic events in Europe. The episode also highlights the upcoming focus on the U.S. CPI data and Federal Re...

    11 min
  6. A huge week for the US, the Fed and Global Markets

    NOV 29

    A huge week for the US, the Fed and Global Markets

    In this episode of 'The Long and Short of the Week Ahead', Matt Jones from Eurizon SLJ Capital discusses major macroeconomic themes and market events to watch with Neil Staines. The discussion covers the impact of geopolitical uncertainties, upcoming PMI data from various regions, labour cash earnings in Japan, and critical U.S. economic data that could influence Fed decisions. Additionally, the episode touches on central bank actions in New Zealand and Australia, projecting their future mone...

    7 min
  7. Trump Trade Curve-Ball?

    NOV 29

    Trump Trade Curve-Ball?

    Introducing the ‘Long and Short’, an audio version of the LinkedIn newsletter by Neil Staines of Eurizon SLJ Capital, which discusses macroeconomic themes from the past week and has been produced for Professional Investors. Key topics include the Bank of England's recent rate cut and its updated inflation projections influenced by the UK Budget. The discussion moves to the impact of the US election on global markets, focusing on President Trump's fiscal policies and the implications for infla...

    8 min

  8. NOV 8

    Post-Election Contrarian Views: Inflation or Disinflation? Dollar Strength or Weakness?

    In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the sell-side narrative surrounding Trump's impact on the markets, central bank activities in various countries, and key macroeconomic data to watch in the upcoming week. The discussion also touches on the potential implications of US fiscal and monetary policy interactions on the dollar and broader market trends. 00:00 Introduction and Market Overview00:25 Welcome and In...

    9 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 - 2024
  • Episodes
    170
  • Rating
    Clean
  • Copyright
    © 2024 Eurizon SLJ Capital
  • Show Website
    Eurizon SLJ Capital

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