Eurizon SLJ Capital

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...

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...

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...

 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...

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’...

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 im...

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...

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 ris...

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...

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...

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...

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,...

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 T...

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 pote...