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PODCAST

Eurizon SLJ Capital

Eurizon SLJ Capital

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

business investing

All Episodes

9:30

Inflation, Trade, and Fiscal Dynamics: The Week Ahead...

Eurizon SLJ Capital ·

2025/02/08

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...

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10:01

Global Macro: Many Moving Parts, One Dominant Factor!

Eurizon SLJ Capital ·

2025/02/03

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...

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9:15

Monetary Policy Insights: Key Data and Expectations...

Eurizon SLJ Capital ·

2025/01/31

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...

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9:33

Tariffs, ECB Moves, and the Fed:What’s Next for...

Eurizon SLJ Capital ·

2025/01/24

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...

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10:26

US Government Hiring Frozen, But it is Europe that...

Eurizon SLJ Capital ·

2025/01/24

In this episode of 'The Long and Short', an audio blog by Eurizon SLJ Capital, Neil Staines discusses the macroeconomic themes from the past week. Key topics include anticipated interest rate cuts in the UK, the impact of fiscal policies on employment and inflation, the US Presidential Inauguration amidst the World Economic Forum in Davos, the usage of tariffs as a negotiation tool by President Trump, and a freeze on Federal civilian hiring. The episode also outlines expectations for US infla...

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10:52

Global Markets: Waiting for Change?

Eurizon SLJ Capital ·

2025/01/17

In this episode of "The Long & Short," Neil Staines examines how global markets are bracing for shifts in monetary policy, fiscal dynamics, and the evolving trade landscape:Markets are increasingly pricing in a 25 basis point rate hike by the Bank of Japan in January 2025, reflecting a shift in Japan's monetary policy towards normalisation despite global divergences.UK fiscal pressures and a weaker-than-expected economy could prompt the Bank of England to cut rates faster than markets cur...

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9:08

Global Macro at a Crossroads: From US Inflation to...

Eurizon SLJ Capital ·

2025/01/17

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines discuss key macroeconomic themes influencing financial markets. They highlight the inauguration of the Trump administration as a major event, alongside discussions on US inflation trends, retail sales, and GDP data. The episode also covers weak economic data from the UK, an encouraging economic outlook for China, and predictions for the Bank of Japan's upcoming policy decisions. Additionally, the show provi...

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10:57

Bond Markets: Between Vigilance and Neglect?

Eurizon SLJ Capital ·

2025/01/10

Welcome to the Long & Short, an audio blog production by Eurizon SLJ Capital that takes a look at the macroeconomic themes of the past week and has been recorded for professional investors. This is an audio version of a LinkedIn newsletter written by Neil Staines, published on the 10th of January 2025.In the first edition of 2025 of "The Long & Short," Neil Staines explores the impact of bond vigilantes on global markets and monetary policy: The Bank of Japan is gradually moving ...

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9:30

Balancing Act: Fiscal Policies, Global Growth, and...

Eurizon SLJ Capital ·

2025/01/10

In this episode of 'The Long and Short of the Week Ahead,' produced by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the current macroeconomic themes dominated by expectations of policy evolution under Trump 2.0. The episode explores the complex UK macro backdrop, including Gilt market volatility, CPI, GDP, and retail sales forecasts. It also delves into European and Chinese economic dynamics, the impact of higher energy prices, and the trajectory of fiscal stimulus measures. The d...

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13:50

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

Eurizon SLJ Capital ·

2024/12/20

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...

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9:36

Finding Neutral: Fast and Furious or Calm and Collected?

Eurizon SLJ Capital ·

2024/12/13

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,...

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11:41

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

Eurizon SLJ Capital ·

2024/12/13

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 ...

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10:41

Asia to Americas: The Data Driving Central Bank...

Eurizon SLJ Capital ·

2024/12/06

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...

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9:21

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

Eurizon SLJ Capital ·

2024/12/06

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...

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7:23

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

Eurizon SLJ Capital ·

2024/11/29

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...

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8:13

Trump Trade Curve-Ball?

Eurizon SLJ Capital ·

2024/11/29

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...

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9:13

Post-Election Contrarian Views: Inflation or...

Eurizon SLJ Capital ·

2024/11/08

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...

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9:38

The Intersection of Fiscal Policies, Central Banks,...

Eurizon SLJ Capital ·

2024/11/01

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 Zealand and Canada. Key central bank meetings, including the RBA, Norges, Riksbank, Bank of England, and FOMC, are also highlighted with expected p...

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9:29

Fiscal Policies and Election Economics: Insights from...

Eurizon SLJ Capital ·

2024/10/25

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 rate cuts. The episode also covers key indicators for the US, including top-tier earnings reports, employment data, and GDP. 00:00 Introduction a...

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8:20

UK Budget, Bank of England & Global Macro Volatility

Eurizon SLJ Capital ·

2024/10/18

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 touch on the global macro backdrop, including the IMF spring meetings and major corporate earnings in the US. 00:00 Introduction and Welcome0...

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219 results

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