Global Growth Dynamics in Focus: PMI Data, Central Bank Speeches, and Key U.S. Reports Shape the Week Ahead

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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 manufacturing report, Black Friday, and Cyber Monday sales data, German consumer confidence and China's PMI data for November, and remarks from central bank governors. With markets focused on central bank reaction functions, these speeches and data points will form an important portion of the global economic outlook.

00:05 Introduction and Welcome
00:26 Overview of the Week Ahead
01:21 Focus on U.S. Data
02:09 Global Growth Data Insights
02:48 Central Bank Governors' Commentary
03:41 Weekend Sports Highlights
04:20 Closing Remarks and Farewell
04:41 Disclaimer and Legal Information
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 24th November 2023. Hosted by Matt Jones, Head of Distribution.
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Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives. It has not been prepared in accordance with legal and regulatory requirements designed to promote the independence of investment research and is not subject to any prohibition on dealing ahead of the dissemination of investment research. It does not constitute research on investment matters and should not be construed as containing any recommendation, advice or suggestion, implicit or explicit, for any investment strategy or financial instruments, the issuers of any financial instruments, or a solicitation, offer or financial promotion relating to any securities or investments. ESLJ and its affiliates do not assume any liability whatsoever for the contents of this podcast and do not make any representation or warranty as to the accuracy or completeness of any information contained in this communication.

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