An Emerging Markets takeover week

Eurizon SLJ Capital

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 exchange. The episode also previews key events in the week ahead, including Brazil's inflation print, Hungary's central bank meeting, and inflation data from South Africa and Central and Eastern Europe. They also touch on the anticipated impact of the Jackson Hole symposium on financial markets.
00:00 Introduction and Host Introduction
00:49 Emerging Markets Overview
02:58 Jackson Hole Symposium Impact
04:45 Upcoming Week in Emerging Markets
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