Dec 06 2024 10 mins 1
In this week's episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss essential macroeconomic themes for professional investors. The discussion includes anticipation around Japan's Bank of Japan meeting, insights into China's economic stimulus impact, analysis of the Reserve Bank of Australia's rate expectations, and political and economic events in Europe. The episode also highlights the upcoming focus on the U.S. CPI data and Federal Reserve reaction in December, as well as market expectations in Canada.
00:00 Introduction and Overview
01:02 Focus on Asia: Japan and China
03:36 European Market Insights
07:00 North American Market Outlook
09:35 Conclusion and Final Thoughts
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