Providing first-hand emerging and developed market insights with a global context of how the world views these markets.
…
continue reading
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 …
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
1
A huge week for the UK (and other markets..)
6:48
6:48
Play later
Play later
Lists
Like
Liked
6:48
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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 …
…
continue reading
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…
…
continue reading
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…
…
continue reading
1
Navigating the Next Week: Global Trends and Central Bank Minutes
8:07
8:07
Play later
Play later
Lists
Like
Liked
8:07
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 …
…
continue reading
1
Macroeconomic Themes and Central Bank Decisions
7:52
7:52
Play later
Play later
Lists
Like
Liked
7:52
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…
…
continue reading
1
Dovish Monetary Policies and Global Macro Market Outlook
7:02
7:02
Play later
Play later
Lists
Like
Liked
7:02
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…
…
continue reading
1
Central Banks in Focus: Deciphering the ECB, Bank of England, and Fed's Next Moves
7:13
7:13
Play later
Play later
Lists
Like
Liked
7:13
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. …
…
continue reading
1
Closing the Books on 2023: Global Markets Unveiled in the Year's Final Financial Podcast
5:58
5:58
Play later
Play later
Lists
Like
Liked
5:58
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 …
…
continue reading
1
A big week for data: Europe's Rate Repricing, RBA's Monetary Policy, and U.S. Labor Market in the Spotlight
5:55
5:55
Play later
Play later
Lists
Like
Liked
5:55
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 …
…
continue reading
1
Global Growth Dynamics in Focus: PMI Data, Central Bank Speeches, and Key U.S. Reports Shape the Week Ahead
5:15
5:15
Play later
Play later
Lists
Like
Liked
5:15
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…
…
continue reading
1
Fed Minutes and Beyond: Unpacking the Latest Developments in U.S. Financial Markets
5:39
5:39
Play later
Play later
Lists
Like
Liked
5:39
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…
…
continue reading
1
A big week for data: UK Earnings, German ZEW, China's Rebound, and US CPI Data
5:57
5:57
Play later
Play later
Lists
Like
Liked
5:57
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…
…
continue reading
1
Market Sentiment Shifts: Dovish Central Banks, China's Stabilization, and Growth Forecasts
5:58
5:58
Play later
Play later
Lists
Like
Liked
5:58
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…
…
continue reading
1
U.S. Economic Data, Central Banks' Moves & Fed's Outlook: A Pivotal Week Ahead
6:25
6:25
Play later
Play later
Lists
Like
Liked
6:25
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…
…
continue reading
1
October PMIs, U.S. Q3 GDP & Tech Earnings: Navigating Global Uncertainties
6:07
6:07
Play later
Play later
Lists
Like
Liked
6:07
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…
…
continue reading
1
UK Data, Global Indicators, and the Fed's Evolving Narrative
5:50
5:50
Play later
Play later
Lists
Like
Liked
5:50
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 13th 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…
…
continue reading
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 29th September 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 …
…
continue reading
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 22nd September 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 …
…
continue reading
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 15th September 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 …
…
continue reading
1
Global Data: US CPI, China's Economic Pulse, and ECB's Rate Path
6:14
6:14
Play later
Play later
Lists
Like
Liked
6:14
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 8th September 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…
…
continue reading
1
US Labor, Global Growth, and Policy Evolution Insights
5:31
5:31
Play later
Play later
Lists
Like
Liked
5:31
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 1st September 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…
…
continue reading
1
Financial Maze: US CPI, Global Markets, and UK's Pivotal Week
5:24
5:24
Play later
Play later
Lists
Like
Liked
5:24
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 11th August 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 …
…
continue reading
1
A big week ahead for US Data, Rates & Market Sentiment
5:13
5:13
Play later
Play later
Lists
Like
Liked
5:13
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 4th August 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 a…
…
continue reading
1
Global Data Impact: US Employment, Eurozone GDP, and UK Rates in the Spotlight
4:51
4:51
Play later
Play later
Lists
Like
Liked
4:51
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 28th July 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 at…
…
continue reading
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 21st July 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 at…
…
continue reading
1
Unraveling the Complexities of Financial Markets: A Deep Dive into Recent Volatility and Anticipated Focal Points
5:11
5:11
Play later
Play later
Lists
Like
Liked
5:11
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 7th July 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 at …
…
continue reading
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 30th June 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 at…
…
continue reading
1
Growth and Inflation Juncture: Complexity in the Global Economy
5:27
5:27
Play later
Play later
Lists
Like
Liked
5:27
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 23rd June 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 at…
…
continue reading
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 16th June 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 at…
…
continue reading
1
Global Macro Puzzle: China's Stimulus, Central Banks, and US Policy Impact
5:27
5:27
Play later
Play later
Lists
Like
Liked
5:27
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 2nd June 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 at …
…
continue reading
1
Caution and Complexity: Central Banks, Inflation, Debt Limit Dilemma
6:08
6:08
Play later
Play later
Lists
Like
Liked
6:08
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 26th May 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 at …
…
continue reading
1
Global PMI Data, UK Inflation Drop, FOMC Minutes - Implications for Growth, Rates & Policy
5:42
5:42
Play later
Play later
Lists
Like
Liked
5:42
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 19th May 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 at …
…
continue reading
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 12th May 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 at …
…
continue reading
1
Data Deluge: US and European Economic Indicators to Watch Next Week
5:55
5:55
Play later
Play later
Lists
Like
Liked
5:55
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 provi…
…
continue reading
1
Bank of Japan meeting, tech sector earnings, and FOMC meeting to shape market sentiment in upcoming week
5:56
5:56
Play later
Play later
Lists
Like
Liked
5:56
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 21st April 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 a…
…
continue reading
1
How Will This Week's UK Data Release Affect the Balance of Inflation and Growth Risks in Financial Markets?
4:35
4:35
Play later
Play later
Lists
Like
Liked
4:35
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 14th April 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 a…
…
continue reading
1
US Employment Report for March and Antipodean Policy Decisions
5:34
5:34
Play later
Play later
Lists
Like
Liked
5:34
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 30th March 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 a…
…
continue reading
1
Navigating Market Volatility: Rate Hikes, Liquidity, and Central Bank Reactions
5:26
5:26
Play later
Play later
Lists
Like
Liked
5:26
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 24th March 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 a…
…
continue reading
1
What can we expect from UK and US policymakers next week?
6:05
6:05
Play later
Play later
Lists
Like
Liked
6:05
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 17th March 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 a…
…
continue reading
1
Markets brace for key data and policy decisions impacting interest rates, growth, and currency paths worldwide
5:56
5:56
Play later
Play later
Lists
Like
Liked
5:56
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 10th March 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 a…
…
continue reading
1
Central Bank Watch: Analyzing RBA, Bank of Canada, and Bank of Japan's Monetary Policy Trajectory
5:59
5:59
Play later
Play later
Lists
Like
Liked
5:59
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 3rd March 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 at…
…
continue reading
1
Japan's Monetary Policy in the Spotlight: Retail Sales, Industrial Production, and the Evolution of Yield Curve Control
5:51
5:51
Play later
Play later
Lists
Like
Liked
5:51
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 24th February 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…
…
continue reading