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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

7:48

UK Growth, China Stimulus, and ECB Expectations

Eurizon SLJ Capital ·

2024/10/11

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 is given to expected data releases, including employment, CPI, retail sales in the UK, and China's GDP and economic activity indicators. The discus...

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7:43

China, Europe, US, and global geopolitics, all in focus

Eurizon SLJ Capital ·

2024/10/04

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 attention to the implications for Europe, the US, and Australia. The discussion touches on upcoming macroeconomic data releases, such as German fa...

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8:07

China's Stimulus, European Data, and US Employment Data

Eurizon SLJ Capital ·

2024/09/27

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 predictions for European inflation data, ECB decisions, and a negative outlook on the US dollar. Additionally, next week's critical US employment data...

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8:31

Fed's Recalibration: Impacts on Markets and Global...

Eurizon SLJ Capital ·

2024/09/20

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 recalibration. The episode previews significant upcoming economic events, including global flash PMI data, the Reserve Bank of Australia's meeting, an...

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8:05

ECB's Cautious Path, UK CPI Focus, and US Fed's Rate...

Eurizon SLJ Capital ·

2024/09/13

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 the US Federal Reserve. They also touch on upcoming data points from Germany, the Eurozone, China, Australia, and Japan that could impact global gr...

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7:39

UK data back on the radar as markets wait for US CPI...

Eurizon SLJ Capital ·

2024/09/06

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, they provide insights on the UK's economic data, the European Central Bank's anticipated moves, and US inflation and presidential debates. 00:00...

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8:03

A big week for data across emerging markets

Eurizon SLJ Capital ·

2024/08/30

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 review the latest PCE data. The hosts provide a detailed preview of upcoming economic events in emerging markets for the first week of September, ...

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9:42

An Emerging Markets takeover week

Eurizon SLJ Capital ·

2024/08/23

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 washout. Despite challenges, emerging markets have shown resilience with strong performances in local and hard currency bonds, as well as foreign exc...

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8:35

An intense week ahead

Eurizon SLJ Capital ·

2024/08/16

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 consumer confidence. Additionally, the episode covers upcoming monetary policy events in Australia, Sweden, Japan, and the UK, with a particular emphasis...

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7:40

A complex week for global data

Eurizon SLJ Capital ·

2024/08/09

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 discussion includes upcoming economic indicators from the US, Japan, Germany, the Eurozone, China, and the UK. 00:00 Introduction and Welcome00:30 M...

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8:01

Policy shifts & Volatility

Eurizon SLJ Capital ·

2024/08/02

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 episode also covers the ongoing Q2 earnings season, emphasizing the importance of AI monetization and demand-driven company performances. Finally, th...

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6:41

The Bank of England & US Data

Eurizon SLJ Capital ·

2024/07/26

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 from major tech companies, critical meetings of the Bank of England and the Bank of Japan, and key US economic indicators such as the employment cost ...

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8:51

Rates, Inflation, and Market Volatility

Eurizon SLJ Capital ·

2024/07/19

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 indicators like Q2 GDP and PCE. They also address the recent increase in equity market volatility and forecast upcoming earnings releases from major ...

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7:21

Jobs week, Data & Politics: A preview

Eurizon SLJ Capital ·

2024/06/28

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, inflation data in Australia and Canada, and important upcoming data releases from China, Japan, the Eurozone, and the US. Additionally, they cover politi...

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9:42

Politics + Policy + Markets = Complexity

Eurizon SLJ Capital ·

2024/06/21

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 upcoming political events in Europe. 00:00 Introduction and Welcome00:30 Global Macroeconomic Overview01:14 US Economic Data and Fed Policy03:03 ...

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8:12

The ECB rate cut, Fed projections & the BOE

Eurizon SLJ Capital ·

2024/06/07

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 examined, including key economic indicators like UK's unemployment rate and the upcoming US CPI print. The episode also touches on notable sporting ...

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7:29

A big week for the US, ECB & Global Economy

Eurizon SLJ Capital ·

2024/05/31

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 and jobs reports due next week. Global perspectives include elections in South Africa, India, and Mexico, as well as significant economic data from...

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9:10

Central Banks, Ballots, and Inflation

Eurizon SLJ Capital ·

2024/05/24

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 minutes and economic data expectations; and the European macroeconomic outlook with a focus on the German IFO and Eurozone CPI. They also touch upon upc...

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7:24

Central Banks, Elections, and Market Trends

Eurizon SLJ Capital ·

2024/05/17

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...

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8:16

Global Economy & Bank Rates: What's Next?

Eurizon SLJ Capital ·

2024/05/10

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...

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219 results

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