Eurizon SLJ Capital

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines discuss key macroeconomic themes and market forecasts for professional investors. They focus on the UK's upcoming budget, potential fiscal impacts, and future economic projections. The discussion also covers European Central Bank policies, the Reserve Bank of Australia's hawkish stance, globa...

In this week's episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution at Eurizon SLJ Capital, is joined by Neil Staines, Senior Portfolio Manager, to discuss key macroeconomic themes. They analyze the Bank of England's decision to leave rates unchanged and its implications for UK growth. Global economic indicators from China, Australia, Europe, and...

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 recent developments in global monetary policies and their implications. They review actions by the ECB, Bank of Canada, and Bank of Japan, and look ahead to central bank announcements in various countries like Australia,...

In this week's episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, Matt Jones and Neil Staines discuss Europe's economic landscape, touching on the upcoming ECB meeting, German IFO, Q3 GDP, and CPI data. The global outlook includes central bank updates from Canada, Japan, Chile, and significant data releases from various countries. In the US, key topics...

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones of Eurizon SLJ Capital discusses key macroeconomic themes with Neil Staines. They focus on the upcoming UK budget, significant economic data releases, and expectations for monetary policy. Globally, they examine Q3 earnings, geopolitical tensions, and economic indicators from New Zealand, Japan, and the ECB. The discus...

In this episode of 'The Long and Short of the Week Ahead', Matt Jones of Eurizon SLJ Capital is joined by Neil Staines to discuss upcoming macroeconomic themes for professional investors. They examine important UK economic data releases post-party conference season, including employment reports and the monthly GDP report. Globally, they highlight key data points from China, Europe, Austr...

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones from Eurizon SLJ Capital and Neil Staines discuss the implications of Japan's LDP leadership election and the forthcoming economic data, including the quarterly Tankan survey and BoJ rate decision. The episode also explores key global economic events, focusing on German fiscal policy, European investor confidence,...

In this episode, Matt Jones and Neil Staines from Eurizon SLJ Capital discuss the significant macroeconomic themes for the upcoming week, focusing on major data releases and political events in Japan, global data from China, Australia, Switzerland, the Eurozone, and significant economic activities in the US, including the payroll data. They also touch upon the potential impact of these events on g...

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 monetary policy developments for professional investors. They analyse recent rate cuts by the Fed and other central banks, emphasising the implications for market trends and economic forecasts. The conversation also covers upcoming monetary po...

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital discuss macroeconomic themes for the upcoming week, with a focus on the UK's economic data and monetary policy, global growth dynamics, and the US Federal Reserve's actions. The discussion also touches on upcoming key economic indicators from China, Europe, and Austra...

In this week’s Long and Short of the Week Ahead , Matt Jones is joined by Senior Portfolio Manager Neil Staines to explore the macro themes shaping markets. Key discussion points: Fiscal politics in focus: France heads toward a confidence vote after parliament rejects a prudent budget, while the UK faces rising fiscal uncertainty with tax hikes looking more likely than spending cuts. Both countrie...

In this week’s episode of The Long and Short of the Week Ahead , Matt Jones is joined by Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, to explore the macroeconomic themes shaping global markets. Topics covered include: United Kingdom: Fiscal deterioration comes into focus as speculation builds over how the Chancellor will address the public finances in the autumn budget. The prosp...

In this week’s episode of The Long and Short of the Week Ahead , Matt Jones is joined by Neil Staines to explore the shifting global policy landscape following another complex week for markets. We look ahead to Jackson Hole, where central bankers gather against a backdrop of conflicting signals: slowing labour markets, tariff-driven inflation, and divergent regional challenges. While Powell’s Frid...

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones from Eurizon SLJ Capital engages with Neil Staines, Senior Portfolio Manager, to discuss recent macroeconomic data and its implications for global markets. They explore disappointing economic metrics from China and Germany, rate cuts from the RBA and the Bank of Thailand, and a dovish stance from the Norges Bank. They...

In this episode of "The Long and Short of the Week Ahead," Matt Jones and Neil Staines discuss the latest macroeconomic themes impacting global markets. The conversation covers the implications of new US tariffs, the outlook for US and global growth, and key economic data releases to watch in the coming week. The hosts also analyse recent monetary policy decisions from the Bank of Englan...

In this week's episode of 'Long and Short of the Week Ahead,' presented by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss key macroeconomic themes affecting the UK and global markets. They review recent UK headline inflation data, the rising unemployment rate, and consumer confidence indicators. Globally, they focus on Japan's political situation and its potential imp...

This episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, hosted by Matt Jones and featuring Neil Staines, discusses the major macroeconomic themes and data releases anticipated for the coming week. The focus includes the implications of the recent US tariffs on Brazil and their potential impact on markets, inflation, and growth. The hosts also analyse global data fr...

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones from Eurizon SLJ Capital is joined by Neil Staines to discuss the macroeconomic themes expected to shape the coming week. They address potential rate cuts by the Bank of England, expected policy decisions from the RBA and RBNZ, and key data points from China and the Eurozone. The discussion also covers the implications...

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the dominant macroeconomic themes and key financial market data for the upcoming week. They highlight the crucial updates in the US, including the ISM surveys and key employment statistics, such as non-farm payrolls. The discussion covers the ECB forum in Sintra, Portugal...

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the upcoming week's macroeconomic themes with a focus on the UK and global financial markets. They highlight the economic challenges facing the UK, including job losses and weak GDP prints, and anticipate potential monetary policy actions from central banks like the...

In this episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, Matt Jones and Senior Portfolio Manager Neil Staines discuss anticipated macroeconomic themes. Key topics include the upcoming US employment report, the volatile financial markets sparked by the Trump-Musk confrontation, and ongoing trade negotiations involving the US, Japan, and India. They also delve in...

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones of Eurizon SLJ Capital and Neil Staines discuss the flat trends in the dollar, bonds, and equities markets. They highlight key upcoming macroeconomic data that may clarify global economic trajectories, including PMI data from China and Eurozone's CPI and retail sales figures. The discussion also covers the anticip...

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital discuss the major macroeconomic themes for the upcoming week. Key highlights include insights into global fiscal and trade policies, a busy data schedule from Europe, Japan, and the US, and significant central bank meetings worldwide. They also cover upcoming financial reports...

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution for Eurizon SLJ Capital, is joined by Neil Staines, Senior Portfolio Manager. They delve into recent and upcoming macroeconomic data, including key trade deals and economic indicators from the UK, as well as global data from China, Australia, the Eurozone, and Japan. The episode is intended for pr...

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 events for the upcoming week, primarily focusing on the US. Topics include mixed economic signals from the UK, cooling tariff rhetoric globally, and significant upcoming US data and earnings reports. There is also a brief insight into upcoming global eco...