Providing first-hand emerging and developed market insights with a global context of how the world views these markets.
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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 wa…
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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 consum…
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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 discus…
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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 ep…
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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 fro…
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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 in…
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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, inflat…
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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 upc…
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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 e…
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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 …
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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 minut…
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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 s…
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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 …
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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…
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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…
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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…
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A huge week for the UK (and other markets..)
6:48
6:48
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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…
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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…
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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…
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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…
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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 …
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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…
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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…
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Navigating the Next Week: Global Trends and Central Bank Minutes
8:07
8:07
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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 …
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Macroeconomic Themes and Central Bank Decisions
7:52
7:52
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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…
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Dovish Monetary Policies and Global Macro Market Outlook
7:02
7:02
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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…
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Central Banks in Focus: Deciphering the ECB, Bank of England, and Fed's Next Moves
7:13
7:13
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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. …
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Closing the Books on 2023: Global Markets Unveiled in the Year's Final Financial Podcast
5:58
5:58
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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 …
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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
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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 …
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Global Growth Dynamics in Focus: PMI Data, Central Bank Speeches, and Key U.S. Reports Shape the Week Ahead
5:15
5:15
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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…
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Fed Minutes and Beyond: Unpacking the Latest Developments in U.S. Financial Markets
5:39
5:39
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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…
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A big week for data: UK Earnings, German ZEW, China's Rebound, and US CPI Data
5:57
5:57
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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…
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Market Sentiment Shifts: Dovish Central Banks, China's Stabilization, and Growth Forecasts
5:58
5:58
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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…
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U.S. Economic Data, Central Banks' Moves & Fed's Outlook: A Pivotal Week Ahead
6:25
6:25
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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…
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October PMIs, U.S. Q3 GDP & Tech Earnings: Navigating Global Uncertainties
6:07
6:07
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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…
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1
UK Data, Global Indicators, and the Fed's Evolving Narrative
5:50
5:50
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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…
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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 …
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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 …
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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 …
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1
Global Data: US CPI, China's Economic Pulse, and ECB's Rate Path
6:14
6:14
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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…
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1
US Labor, Global Growth, and Policy Evolution Insights
5:31
5:31
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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…
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1
Financial Maze: US CPI, Global Markets, and UK's Pivotal Week
5:24
5:24
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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 …
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1
A big week ahead for US Data, Rates & Market Sentiment
5:13
5:13
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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…
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1
Global Data Impact: US Employment, Eurozone GDP, and UK Rates in the Spotlight
4:51
4:51
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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…
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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…
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1
Unraveling the Complexities of Financial Markets: A Deep Dive into Recent Volatility and Anticipated Focal Points
5:11
5:11
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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 …
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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…
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1
Growth and Inflation Juncture: Complexity in the Global Economy
5:27
5:27
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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…
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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…
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1
Global Macro Puzzle: China's Stimulus, Central Banks, and US Policy Impact
5:27
5:27
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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 …
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