Eurizon SLJ Capital 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 the key macroeconomic themes for the coming week. They reflect on the UK’s recent monetary policy moves post Bank of England meeting, the expected CPI print, and the political landscape. Globally, they highlight important events such as elections in India, South Africa, and Mexico, economic data releases from China, Australia, and New Zealand, and the global PMI data wi...

In this episode of 'The Long and Short of the Week Ahead' produced by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss significant milestones for the Bank of England, including the evolution of the bank rate and its implications. They highlight dovish tones from policymakers and downward revisions to inflation projections, pointing towards potential rate cuts. The conversation also ventures into global economic trajectories with a focus on China's economic data, the Eurozone, and...

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the recent market focus on US data and the Federal Reserve's policy trajectory, and its implications for global economic policies in the coming week. They delve into the Fed's less hawkish than anticipated stance amid inflation concerns and its impact on market expectations, including equity and bond markets. The discussion extends to upcoming central bank meetings, parti...

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the anticipated macroeconomic themes for professional investors, focusing on market volatilities and policy rates influenced by recent global PMI data, indicating significant economic activities across countries like India, UK, Japan, Australia, and the Eurozone. They highlight key economic data releases expected in the upcoming week from Germany, China, Japan, Norway, an...

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital delve into recent geopolitical events, earning season volatility, and the intersection of growth, inflation, and interest rates. They discuss the market's reaction to these factors, the IMF's upgraded global growth forecasts, and look ahead to next week's key economic indicators, including global PMIs, German IFO data, consumer confidence in the UK and France, and potential int...

In this episode of 'The Long and Short of the Week Ahead,' Eurizon SLJ Capital offers a comprehensive outlook on the week ahead for professional investors, focusing on key macroeconomic themes. Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager, discuss various pivotal economic indicators and meetings poised to impact global markets, with a particular emphasis on the UK's financial landscape. They highlight the UK's employment report, CPI print, retail sale...