Jan 24 2025 9 mins
This episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital features Matt Jones and Neil Staines discussing the key macroeconomic themes and market focuses for the upcoming week. They analyze the impact of recent political events including President Trump's executive actions and the World Economic Forum in Davos, and delve into the implications of upcoming data releases and central bank actions in the US, Europe, Australia, China, and emerging markets. Key topics include the ECB's potential rate cut, US inflation trajectory, and global trade negotiations.
00:00 Introduction and Market Focus
00:47 Political Focus: US Presidential Inauguration and Global Events
02:38 Global Economic Outlook: China, Australia, and Emerging Markets
03:32 European Central Bank and Economic Indicators
05:15 US Economic Indicators and Federal Reserve Outlook
07:34 Weekend Preview: Sports and Leisure
08:21 Conclusion and Final Thoughts
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