Eurizon SLJ Capital

Feb 03 2025 178 ep. 7 mins 2
Eurizon SLJ Capital Podcast artwork

Providing first-hand emerging and developed market insights with a global context of how the world views these markets.

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Global Macro: Many Moving Parts, One Dominant Factor!

Feb 03 2025 10 mins  
In this edition of The Long & Short, Neil Staines examines how swift US policy shifts contrast with Europe’s slower regulatory pace, shaping economic competitiveness and market sentiment. The US is enacting policy changes rapidly, while Europe remains stuck in slow-moving regulatory debates, which are impacting economic competitiveness and market sentiment.While the new US ad

Monetary Policy Insights: Key Data and Expectations from the US, Europe, and UK

Jan 31 2025 9 mins  
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 key macroeconomic themes of the upcoming week. The episode focuses on the Federal Reserve and ECB policies, recent PMI data, and anticipated economic indicators such as the US ISM Manufacturing, JOLTS, ADP, and non-farm payrolls. It also examines the E

US Government Hiring Frozen, But it is Europe that must Let it Go?

Jan 24 2025 10 mins  
In this episode of 'The Long and Short', an audio blog by Eurizon SLJ Capital, Neil Staines discusses the macroeconomic themes from the past week. Key topics include anticipated interest rate cuts in the UK, the impact of fiscal policies on employment and inflation, the US Presidential Inauguration amidst the World Economic Forum in Davos, the usage of tariffs as a negotiation tool

Tariffs, ECB Moves, and the Fed:What’s Next for Global Markets?

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 re

Global Markets: Waiting for Change?

Jan 17 2025 10 mins  
In this episode of "The Long & Short," Neil Staines examines how global markets are bracing for shifts in monetary policy, fiscal dynamics, and the evolving trade landscape: Markets are increasingly pricing in a 25 basis point rate hike by the Bank of Japan in January 2025, reflecting a shift in Japan's monetary policy towards normalisation despite global divergences.UK fiscal

Global Macro at a Crossroads: From US Inflation to Japan's Big Decision

Jan 17 2025 9 mins  
In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines discuss key macroeconomic themes influencing financial markets. They highlight the inauguration of the Trump administration as a major event, alongside discussions on US inflation trends, retail sales, and GDP data. The episode also covers weak economic data from the UK, an encouraging economic o

Bond Markets: Between Vigilance and Neglect?

Jan 10 2025 10 mins  
Welcome to the Long & Short, an audio blog production by Eurizon SLJ Capital that takes a look at the macroeconomic themes of the past week and has been recorded for professional investors. This is an audio version of a LinkedIn newsletter written by Neil Staines, published on the 10th of January 2025.In the first edition of 2025 of "The Long & Short," Neil Staines explores

Balancing Act: Fiscal Policies, Global Growth, and Market Reactions

Jan 10 2025 9 mins  
In this episode of 'The Long and Short of the Week Ahead,' produced by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the current macroeconomic themes dominated by expectations of policy evolution under Trump 2.0. The episode explores the complex UK macro backdrop, including Gilt market volatility, CPI, GDP, and retail sales forecasts. It also delves into European and Chi

Slow, Slow, Quick, Quick, Slow? Storytelling and the Fed Foxtrot

Dec 20 2024 13 mins  
In this episode of 'The Long & Short,' Neil Staines from Eurizon SLJ Capital reviews key macroeconomic developments from the past week for professional investors. Introduction (ECB Policy and Market Reactions): The ECB’s recent 25 basis point rate cut and modest forecast adjustments underscore its cautious approach amid risks from potential U.S. tariffs. Markets may have over

Finding Neutral: Fast and Furious or Calm and Collected?

Dec 13 2024 9 mins  
This episode of 'The Long and Short,' an audio blog by Eurizon SLJ Capital, covers the macroeconomic themes from the past week, particularly focusing on recent data and central bank actions. The discussion, based on Neil Staines' LinkedIn newsletter, explores the anticipated rate cuts by the FOMC and ECB, driven by evolving economic indicators and policy directions. It delves into