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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

8:16

The Oil Shock and the Global Policy Response

Eurizon SLJ Capital ·

2026/04/17

In this episode of The Long and Short of the Week Ahead, Matt Jones is joined by Neil Staines to discuss the key macro themes shaping markets in the days ahead. They begin with the UK, where weaker growth forecasts, fiscal pressure, and stagflation concerns continue to weigh on the outlook. From there, the conversation turns to Europe, where the debate centres on how policymakers should respond to the energy shock and what that could mean for ECB rate expectations. Neil also looks across the ...

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9:48

Holding the Line: Inflation Risks, Weak Growth, and...

Eurizon SLJ Capital ·

2026/03/20

Matt Jones and Neil Staines discuss the macro themes for the week ahead after a volatile week for central banks and markets amid uncertainty around the Iran situation. In the UK, the Bank of England held rates, struck a more hawkish tone with a 9–0 vote, and stressed inflation risks from elevated energy prices, though growth vulnerability and rising unemployment risks keep a high bar for hikes and support an ultimately needed, delayed rate-cut path; upcoming UK CPI and retail sales are key. G...

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10:11

From the Bank of England to the Fed: Policy Under...

Eurizon SLJ Capital ·

2026/03/13

Matt Jones and Neil Staines discuss a complex global macro backdrop dominated by the Iran conflict’s impact on oil, inflation expectations, yields, equities, and growth, with market focus shifting to a heavy week of central bank meetings. In the UK, weak sales, house prices, and a softer January GDP print reinforce growth concerns; despite markets repricing toward possible Bank of England hikes, Staines sees a high bar given weakening growth and reduced fiscal space, though statement language...

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9:03

Forecasts and Fragility: UK Spring Statement, US CPI,...

Eurizon SLJ Capital ·

2026/03/06

Matt Jones and Neil Staines discuss the macro themes for the week ahead against major uncertainty from the Middle East conflict, noting it is likely to dominate sentiment and positioning while they limit forecasts to the macroeconomy. In the UK, the Spring Statement brought no policy change but updated OBR projections: 2026 growth cut to 1.1% (from 1.4%), peak unemployment lifted to 5.3% (from 4.9%), and inflation lowered to 2.3%. The fiscal outlook also improved via higher projected revenues...

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7:50

From China’s Two Sessions to US Payrolls: A...

Eurizon SLJ Capital ·

2026/02/27

Matt Jones and Neil Staines discuss a global macro backdrop where markets appear calm at the headline level but show significant divergence underneath, including record-high equity dispersion, private credit uncertainty despite tight spreads, and varied European inflation and growth dynamics alongside flat ECB rate expectations. They preview a busier week of data: Australia’s inflation gauge, GDP and trade (watched for expectations of one more RBA hike); Europe’s February CPI, unemployment, r...

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8:14

Three Drivers for the Week Ahead: UK Cuts, Aussie...

Eurizon SLJ Capital ·

2026/02/20

Matt Jones and Neil Staines discuss macro themes for the week ahead for professional investors. In the UK, recent data show unemployment at a new cycle high of 5.2% (above COVID highs), conflicting private vs public pay trends, and CPI signals of underlying weakness as administered prices drop out of annual comparisons; inflation is expected to return to target by mid-year, and UK 10-year yields are ~25 bps lower over two weeks. Next week’s UK watchpoints include consumer confidence and...

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9:04

Repricing Risk: UK Data, Antipodean Policy, and US GDP

Eurizon SLJ Capital ·

2026/02/13

In this episode of The Long and Short of the Week Ahead (Eurizon SLJ Capital), Matt Jones is joined by Neil Staines to break down the macro themes set to matter most for professional investors. The UK remains front and centre, with the employment report, January CPI and retail sales providing key inputs for Bank of England expectations. The conversation then shifts globally, focusing on Australia’s policy outlook via RBA minutes and labour market data, and New Zealand’s rate decision and guid...

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8:56

Policy Paths: UK Dovishness, US Data, Japan Risk

Eurizon SLJ Capital ·

2026/02/06

Matt Jones (Eurizon SLJ Capital) is joined by Senior Portfolio Manager Neil Staines to map the week ahead across rates, data, and event risk. They unpack the Bank of England’s latest signals, the key UK releases to watch, ECB messaging and the role of FX, and a global run of inflation prints including China. In the US, attention turns to the rescheduled non-farm payrolls and CPI, with potential implications for the Fed’s reaction function. They finish with a quick weekend sports preview. In t...

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9:00

From Threadneedle Street to Payrolls: The Week Ahead...

Eurizon SLJ Capital ·

2026/01/30

In this episode of The Long and Short of the Week Ahead, Matt Jones and Neil Staines run through the key macro themes for the days ahead, from Bank of England projections and UK policy signals to global central bank watchpoints, China PMI data, and a US calendar that culminates in non-farm payrolls. What we cover UK policy week: the Bank of England meeting, updated projections, and the inflation pathMarket pricing versus expectations for the UK rate-cut trajectoryGlobal central banks in focus...

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8:56

USDJPY Intervention Watch and the Week of Central Banks

Eurizon SLJ Capital ·

2026/01/23

In this episode of The Long and Short of the Week Ahead, Matt Jones is joined by Neil Staines to map the key macro catalysts investors are watching. They start in Japan, where the February 8 general election announcement, renewed fiscal debate, and long-end JGB moves have put policy credibility and FX dynamics back in focus, alongside rising speculation around Ministry of Finance intervention risk in USD/JPY. The conversation then turns global, with a packed calendar of central bank decisions...

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8:04

Davos, Data, and Earnings: What Markets Are Watching

Eurizon SLJ Capital ·

2026/01/16

In this episode of The Long and Short of the Week Ahead, Matt Jones is joined by Neil Staines to discuss the key macro signals markets are likely to focus on next week, with Davos, major data releases, and earnings season shaping the agenda. The conversation covers the UK’s crucial run of releases, China’s growth and activity data, Australia and Europe’s policy-sensitive prints, and why the US narrative may be driven as much by geopolitics and messaging as by the data calendar. Key topics dis...

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7:57

Central Banks, Inflation Data, and the Global Rate...

Eurizon SLJ Capital ·

2026/01/09

In this episode of The Long and Short of the Week Ahead, Matt Jones is joined by Neil Staines to discuss the latest inflation data, central bank signals, and what they mean for the global rate outlook in 2026. The conversation covers the UK macro backdrop, key global inflation prints, and why upcoming data will be critical for the Fed, the Bank of England, and other major central banks as markets reassess rate expectations. Key topics discussed include: How weak demand and political dynamics ...

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9:55

2026 Begins with Inflation, the Fed, and the Labour...

Eurizon SLJ Capital ·

2026/01/02

In this episode of The Long and Short of the Week Ahead podcast by Eurizon SLJ Capital, host Matt Jones speaks with Senior Portfolio Manager Neil Staines about the global macroeconomic outlook for 2026 and the key market drivers shaping the year ahead. The discussion explores expectations for continued disinflation following 2025, the Federal Reserve’s policy outlook and interest rate expectations, and the implications for global markets. Neil outlines why this environment may remain broadly...

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8:26

Data-Driven Fed, BoJ Watch, and a Key Week for the...

Eurizon SLJ Capital ·

2025/12/13

In this episode of 'The Long and Short of the Week Ahead', Matt Jones and Neil Staines from Eurizon SLJ Capital provide an in-depth analysis of the upcoming macroeconomic themes. Key highlights include the impact of the recent FOMC meeting on US rates and the dollar, anticipated economic data from Japan, Europe, Australia, and China, as well as central bank meetings in Indonesia, Mexico, Russia, and Colombia. The episode also examines the UK’s economic state and expectations for the Bank of E...

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8:21

Monetary Crossroads: Global Rate Paths and the Fed’s...

Eurizon SLJ Capital ·

2025/12/05

In this week's episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, hosts Matt Jones and Neil Staines delve into the upcoming global central bank meetings and their potential impact on monetary policy. With notable rate cuts from India and Poland, anticipated decisions from the RBA, Bank of Canada, Swiss National Bank, and emerging market banks like Brazil and Turkey, the episode provides comprehensive insights. Japan, China, Australia, and the UK's economic data are anal...

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8:04

Inflation, Weak Growth, and What Comes Next for the UK

Eurizon SLJ Capital ·

2025/11/21

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 expected in the upcoming week. Key topics include the recent UK CPI data and the anticipated fiscal policies in the UK's budget, as well as notable economic updates from Europe, Japan, Australia, and the US. The podcast also touches on potential market volatility leading up to Thanksgiving and the upcoming sporting events over the weekend. 00:00 Int...

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8:26

Fiscal Strains, Hawkish Signals, and the Return of US...

Eurizon SLJ Capital ·

2025/11/14

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines discuss key macroeconomic themes and market forecasts for professional investors. They focus on the UK's upcoming budget, potential fiscal impacts, and future economic projections. The discussion also covers European Central Bank policies, the Reserve Bank of Australia's hawkish stance, global PMI data, and anticipated economic indicators from the US post-government shutdown. Additional insights include eco...

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7:17

Holding, Waiting, Watching: The UK, China, and U.S....

Eurizon SLJ Capital ·

2025/11/07

In this week's episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution at Eurizon SLJ Capital, is joined by Neil Staines, Senior Portfolio Manager, to discuss key macroeconomic themes. They analyze the Bank of England's decision to leave rates unchanged and its implications for UK growth. Global economic indicators from China, Australia, Europe, and the USA are also reviewed, including employment reports, GDP estimates, and inflation data. The episode concludes wit...

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9:50

The Bank of England’s Balancing Act & the Fed's Dilemma

Eurizon SLJ Capital ·

2025/11/02

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 recent developments in global monetary policies and their implications. They review actions by the ECB, Bank of Canada, and Bank of Japan, and look ahead to central bank announcements in various countries like Australia, Sweden, and the UK. The script also covers the latest from the Fed's FOMC meeting and concludes with a ligh...

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7:39

Central Banks, CPI, and the Big Macro Balancing Act

Eurizon SLJ Capital ·

2025/10/24

In this week's episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, Matt Jones and Neil Staines discuss Europe's economic landscape, touching on the upcoming ECB meeting, German IFO, Q3 GDP, and CPI data. The global outlook includes central bank updates from Canada, Japan, Chile, and significant data releases from various countries. In the US, key topics include the delayed CPI print, FOMC meeting, rate cut expectations, and earnings reports from major companies. The ep...

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229 results

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