Eurizon SLJ Capital

Oil prices remain central to the interest rate outlook as US markets face renewed volatility. Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, discuss the global macro themes shaping the week ahead for professional investors. Following the Bank of England’s rate rise to 4%, they assess divisions within the Monetary Policy Committee and how develo...

US midterm elections, the Bank of England’s next interest rate decision and global fiscal pressures dominate the week ahead. Host Matt Jones, Head of Distribution at Eurizon SLJ Capital, is joined by Senior Portfolio Manager Neil Staines to discuss the outlook for professional investors. In the UK, Neil assesses the budget’s limited demand impact and unresolved questions over debt and spending. Wi...

The UK budget, Federal Reserve decision and big tech earnings headline the week ahead for global markets. Host Matt Jones, Head of Distribution at Eurizon SLJ Capital, is joined by Senior Portfolio Manager Neil Staines for a global macro outlook for professional investors. In the UK, higher inflation and weak consumer data complicate the Bank of England outlook. A 25-basis-point hike is expected o...

Rising bond yields are raising questions about global growth and corporate funding conditions. Matt Jones and Neil Staines preview the week ahead for professional investors, with UK inflation, China’s economic data and US earnings in focus. UK: Inflation, interest rates and the Budget Employment, CPI, public finances and retail sales arrive ahead of the 28 October Budget and 5 November Bank of Eng...

Oil, Inflation and the Global Growth Outlook Higher oil prices, rising bond yields and fiscal pressures are complicating the global growth outlook. Matt Jones and Neil Staines discuss the implications for inflation, interest rates and financial markets, alongside the key releases ahead for professional investors. In the UK, August GDP will be scrutinised for signs of slowing growth amid energy hea...

Rising bond yields and widening European credit spreads are sharpening the focus on fiscal pressures and interest rates. Matt Jones and Neil Staines assess the implications for global markets and the key economic releases and central bank signals to watch in the week ahead. In the UK, stronger Q2 GDP sits alongside persistent energy price pressures and elevated government borrowing costs. With 30-...

Rising oil prices and bond yields are bringing the balance between inflation and growth into sharper focus. In this week’s episode of The Long and Short of the Week Ahead , Matt Jones and Neil Staines of Eurizon SLJ Capital discuss the implications for global markets and the economic calendar ahead. In the UK , higher energy costs and gilt yields are adding pressure ahead of the 28 October Budget....

Oil prices, inflation risks and a more hawkish global policy backdrop are reshaping the outlook for central banks and financial conditions. Matt Jones and Neil Staines discuss the Bank of England’s decision to hold rates at 3.75%, alongside changes to quantitative tightening and three MPC votes for an immediate 25bp hike. With Governor Bailey signalling that persistent oil prices or Middle East te...

Energy prices are reshaping the global inflation and interest-rate outlook, with oil and natural gas feeding through to bond markets and central-bank expectations. Matt Jones and Neil Staines discuss the week ahead, beginning in the UK, where July GDP surprised to the upside. Neil remains cautious about extrapolating the rebound, however, as renewed rises in oil and, importantly for Europe, natura...

Global yield curves remain at the centre of the macro debate as markets weigh higher energy prices, fiscal pressures and the outlook for central bank policy. Matt Jones and Neil Staines discuss recent bond-market selling, the ECB’s expected 25bp rate hike to 2.5%, and the growing interaction between fiscal policy, inflation and tighter financial conditions across the Eurozone. In the UK, attention...

US payrolls take centre stage as markets turn from Federal Reserve policy back to the data, while UK fiscal uncertainty and global inflation developments shape the wider macro outlook. Matt Jones and Neil Staines preview the week ahead for professional investors. In the UK, recent employment and retail sales data remain weak, while underlying services and wage pressures are moderating despite elev...

Matt Jones and Neil Staines discuss a global macro backdrop shaped by UK fiscal uncertainty, renewed inflation concerns, rising long-end bond yields and the policy signals investors will be watching at Jackson Hole. In the UK, a higher inflation print was driven by energy price-cap changes, while services and labour cost growth continued to ease. Weak retail sales, a disappointing fiscal print and...

Matt Jones and Neil Staines look ahead to a week shaped by UK political change, major economic releases, the ECB meeting and US earnings. As Andy Burnham becomes Labour leader and Prime Minister, markets will assess his cabinet appointments, fiscal priorities and the potential implications for taxation, public spending and government borrowing. Employment, CPI, business-confidence and retail-sales...

Matt Jones is joined by Neil Staines to discuss the key macroeconomic and market themes facing professional investors in the week ahead. In the UK, attention turns to the Parliamentary Labour Party’s leadership nomination deadline and the policy direction of the next administration. Neil considers the commitment to the existing fiscal rules, the fragile backdrop for output, employment and producti...

Falling oil prices are beginning to reshape the outlook for inflation, monetary policy and global interest rates. Matt Jones and Neil Staines assess the macroeconomic themes likely to drive markets in the week ahead, including continued UK fiscal uncertainty, the increasingly dovish signals from major central banks and the implications of lower energy prices for rate expectations. In the UK, they...

Matt Jones is joined by Neil Staines to review a busy week for macro markets and look ahead to the key themes investors will be watching next. In the UK, softer CPI and PPI, firmer employment data, and stronger retail sales added to a more constructive data backdrop. The Bank of England left rates unchanged at 3.75 percent, with two hawkish dissents, but Eurizon SLJ’s view remains that rates are l...

Matt Jones and Neil Staines preview a busy macro week, led by the UK, where markets face a heavy run of data, a Bank of England decision, and a politically sensitive by-election. In the UK, they discuss the backdrop after a negative April GDP print and a cabinet resignation, before looking ahead to the Makerfield by-election, May CPI, employment data, retail sales and the BoE meeting. Neil outline...

Matt Jones and Neil Staines preview a holiday-shortened week shaped by geopolitics, energy risks, and shifting central bank reaction functions. In the UK, weaker labour, inflation, retail sales, and PMI data have pushed growth fragility back into focus, while the RBA signals a pause and the ECB faces a more acute policy dilemma. Neil also looks ahead to key data from Europe, Japan, and the US, inc...

Matt Jones is joined by Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, to discuss the macro themes shaping the week ahead. This week’s episode focuses on rising UK political volatility, its impact on the UK yield curve, and the implications of high debt, elevated deficits, and limited fiscal headroom. Neil also looks at why stronger recent growth data may need to be treated with ca...

Matt Jones is joined by Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, to discuss the macroeconomic themes shaping the week ahead for professional investors. This week’s conversation covers UK political volatility following the local elections, the fiscal implications for gilt markets, and the outlook for UK assets as markets await Q1 GDP. Neil explains why Eurizon SLJ remains less...

Matt Jones is joined by Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, to preview the macro themes shaping the week ahead. This episode focuses on how persistent oil-price shocks could affect global monetary policy. Neil discusses the Bank of England’s warning that higher oil prices may imply a tighter policy path, the underlying weakness in the UK economy, and the added market unc...

This week marks the fifth anniversary of The Long and Short of the Week Ahead . In this milestone episode, Matt Jones is joined by Neil Staines to discuss a busy week for global macro markets, with central banks, inflation, oil prices, and political uncertainty all in focus. Neil looks at the UK after a volatile week for politics and data, assessing what recent inflation, labour market, and retail...

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 t...

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...

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, S...