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…

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 u…

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 …

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. Th…

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 …

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, hosts Matt Jones and Neil Staines discuss anticipated macroeconomic trends and key events for the coming week targeted at professional investors. They delve into significant data points such as Eurozone GDP, US ISM services for October and employment reports from New …

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the significant macroeconomic events expected next week. They delve into the UK's budget and its potential impact on the macroeconomic environment, predictions for the Japanese election, China PMI data, and European central bank rat…

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the significant macroeconomic events expected in the upcoming week. They analyze strong but potentially unsustainable UK data, the likely dovish reaction from the Bank of England, and the impact of the recent ECB rate cut. They also…

The episode of 'The Long and Short of the Week Ahead,' hosted by Matt Jones with guest Neil Staines from Eurizon SLJ Capital, explores upcoming macroeconomic themes relevant to professional investors. It focuses on anticipated UK economic data, China's fiscal stimulus, and potential European Central Bank monetary policy changes. Specific attention …

In this episode of 'The Long and Short of the Week Ahead,' hosted by Matt Jones and Neil Staines from Eurizon SLJ Capital, the focus is on key macroeconomic themes for the coming week tailored for professional investors. Key topics include China's stimulus impact on Asian equities, commodity prices, and regional growth expectations, with particular…

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss significant macroeconomic events and their implications. They examine China's recent economic support measures, their potential impact on global growth, and the expected repercussions in European markets. The episode also covers pre…

In this episode of 'The Long and Short of the Week Ahead,' hosted by Matt Jones from Eurizon SLJ Capital, Senior Portfolio Manager Neil Staines discusses the recent surprising 50 basis point rate cut by the Fed and its muted market reaction. The conversation outlines the Fed's confidence in addressing inflation and employment risks through rate rec…

This episode of 'The Long and Short of the Week Ahead' features Matt Jones and Neil Staines from Eurizon SLJ Capital discussing macroeconomic themes for the upcoming week. Key highlights include the European Central Bank's rate cut and future outlook, implications of the UK CPI data and Bank of England's potential actions, and anticipated moves by …

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital discuss the macroeconomic themes and market volatility expected in the coming week. They delve into US recession risks, the impact of AI monetization in tech stocks, and upcoming key events such as Apple's product launch. Additionally, th…

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution at Eurizon SLJ Capital, and Alan Wilson, Portfolio Manager, discuss key macroeconomic themes relevant to professional investors. They analyze Chair Powell's recent Jackson Hole speech and its dovish implications for the labor market and Fed easing cycle, and…

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution for Eurizon SLJ Capital, and Alan Wilson, Portfolio Manager, discuss the macroeconomic themes impacting emerging markets. They analyze recent market volatility driven by tech sell-offs, fears of a hard landing in the US, and the Japanese Yen's carry trade wa…

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution at Eurizon SLJ Capital, and Neil Staines, Senior Portfolio Manager, discuss the recent market volatility triggered by weak economic indicators. They delve into the evolving sentiment in European markets with a focus on ECB policy, global PMI data, and consum…

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones from Eurizon SLJ Capital and Senior Portfolio Manager Neil Staines discuss the key economic themes and market sentiments for the upcoming week. They recap a volatile week driven by a Fed pivot, disappointing US economic data, and significant global market fluctuations. The discus…

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss key macroeconomic themes and events affecting markets. They review recent central bank activities, including rate changes by the Bank of Japan and Bank of England, along with insights on US Fed policies and economic outlooks. The ep…

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Senior Portfolio Manager Neil Staines discuss the recent financial market volatility, focusing on the impact of potential rate cuts and AI revenue generation. They preview significant economic events for the upcoming week, including earnings reports fro…

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, discuss the key macroeconomic themes for the upcoming week. They analyze the recent ECB policy meeting and its implications for other developed markets and provide insights on US economic in…

In this episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the complex global macroeconomic environment and upcoming key events for professional investors. They analyze factors such as global economic slowdown, US consumer momentum, UK savings rate, central bank policies in Sweden, inflat…

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the current global macroeconomic landscape and key events to watch in the coming week. Topics include the focus on growth and inflation in the U.S., central bank policies in the UK, Switzerland, Norway, and Brazil, and important upc…

This episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, hosted by Matt Jones, features insights by Senior Portfolio Manager Neil Staines. They discuss the ECB's historic 25 basis point rate cut, its impacts on market sentiment, and the inflation and growth forecasts for 2024. The potential effects on UK and US markets are e…

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones of Eurizon SLJ Capital and Neil Staines, Senior Portfolio Manager, discuss key macroeconomic themes and market expectations for the upcoming week. The conversation highlights US stock, bond, and political focus, specifically mentioning tailed auctions, GDP revisions, and the ISM …

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution at Eurizon SLJ Capital, and Neil Staines, Senior Portfolio Manager, discuss critical macroeconomic themes affecting UK, US, and European markets. Key topics include the UK's CPI print, political announcements, and implications for rate cuts; the US Fed minut…

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 s…

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 …

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 conc…

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, Japa…

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 ahe…

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 glob…

In this episode of 'The Long and Short of the Week Ahead,' Eurizon SLJ Capital presents an analysis of the upcoming macroeconomic themes and central bank policies for professional investors. Host Matt Jones and Senior Portfolio Manager Neil Staines discuss recent economic data, including ISM manufacturing and services, and the implications for infl…

In this episode of 'The Long and Short of the Week Ahead,' Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, joins host Matt Jones to discuss the past week's global central bank meetings and their implications. They cover significant interest rate decisions and monetary policy shifts from central banks such as Brazil, the Czech Republi…

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines dive into the macroeconomic themes and central bank activities planned for the upcoming week. They discuss various data releases from China, Germany's ZEW and IFO indicators, global flash PMIs, and anticipate significant movements from cent…

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, discuss the macroeconomic themes for the upcoming week, focusing on the UK's market outlook, the aftermath of the ECB meeting, and key U.S. data releases. They analyze the impact of recent …

This episode of 'The Long and Short of the Week Ahead,' produced by Eurizon SLJ Capital, features Matt Jones and Neil Staines discussing global macroeconomic themes for professional investors. They delve into the ECB's monetary policy in light of recent data, anticipating continued caution rather than immediate rate cuts. In the UK, the focus shift…

In the edition of 'The Long and Short of the Week Ahead', a production of Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the upcoming slower week for dominant global macroeconomic data releases. They note a possible shift of focus from the US to Japan, specifically focusing on the release of the Japanese CPI for January and the implicatio…

In this episode of 'The long and short of the week ahead' presented by Eurizon SLJ Capital, Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager, discuss the macroeconomic factors that will impact the world economy in the coming week. They discuss the minutes from the meetings of various central banks including the RBA, ECB …

The Long and Short of the Week Ahead: Macroeconomic Themes and Central Bank Decisions In this podcast by Eurizon SLJ Capital, Matt Jones and guest Neil Staines discuss the evolving central bank scenario, where policy remains restrictive and inflation falls. They delve into themes like the current global macro debates, including seasonal anomalies a…

Hosts Matt Jones and Neil Staines discuss of a range of macroeconomic themes for the upcoming week. They review last week's significant data events and reflect on the dovish commentary by both the Fed and the Bank of England. The hosts anticipate the RBA's economic outlook and plan to observe revisions to global growth and inflation by the OECD. Th…

Host Matt Jones of Eurizon SLJ Capital and guest Neil Staines, a Senior Portfolio Manager, discuss the macroeconomic themes of the upcoming week in this 2024 podcast episode. Topics include releases of global data such as the Eurozone GDP, Eurozone CPI, and PMI data from China, as well as the narratives from ECB, Bank of England, and Fed meetings. …

Join Matt and his guest in the final podcast of 2023 as they reflect on the year's last stretch and promise an impactful conclusion. The hosts discuss the shocking realization of being at the podcast's year-end, setting the stage for a dynamic and insightful episode. Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short …

The Long & Short of the Week Ahead: Key Market Analysis In this production by Eurizon SLJ Capital, Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager, discuss the macro-economic themes for the week ahead relevant to professional investors. Key highlights include November's European inflation trends, data and policy trends …

The Long & Short of the Week Ahead: Tracking Global Macroeconomic Trends and Data In this episode of 'The Long & Short of the Week Ahead', Matt Jones and Neil Staines from Eurizon SLJ Capital discuss the key macroeconomic themes for the upcoming week. They talk about the expected release of U.S. Q3 GDP revision, PCE print for November, ISM manufact…

Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 17th November 2023. Hosted by Matt Jones, Head of Distribution. Please do email any questions or comments to sales@eurizonslj.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate a…

Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 10th November 2023. Hosted by Matt Jones, Head of Distribution. Please do email any questions or comments to sales@eurizonslj.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate a…

Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 3rd November 2023. Hosted by Matt Jones, Head of Distribution. Please do email any questions or comments to sales@eurizonslj.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as…

Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 27th October 2023. Hosted by Matt Jones, Head of Distribution. Please do email any questions or comments to sales@eurizonslj.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as…

Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 20th October 2023. Hosted by Matt Jones, Head of Distribution. Please do email any questions or comments to sales@eurizonslj.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as…