Eurizon SLJ Capital

Dec 06 2024 167 ep. 6 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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All Roads Lead to the Fed in the Remainder of 2024?

Dec 06 2024 9 mins  
In this episode of 'The Long and Short,' Eurizon SLJ Capital delves into significant macroeconomic events and themes from the past week, based on a LinkedIn newsletter by Neil Staines: The nomination of Scott Bessent as US Treasury Secretary signals a potential shift towards fiscal conservatism, challenging expectations of expansive fiscal policy under Trump, with implications for

Asia to Americas: The Data Driving Central Bank Decisions This Week

Dec 06 2024 10 mins  
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

A huge week for the US, the Fed and Global Markets

Nov 29 2024 7 mins  
In this episode of 'The Long and Short of the Week Ahead', Matt Jones from Eurizon SLJ Capital discusses major macroeconomic themes and market events to watch with Neil Staines. The discussion covers the impact of geopolitical uncertainties, upcoming PMI data from various regions, labour cash earnings in Japan, and critical U.S. economic data that could influence Fed decisions. Add

Trump Trade Curve-Ball?

Nov 29 2024 8 mins  
Introducing the ‘Long and Short’, an audio version of the LinkedIn newsletter by Neil Staines of Eurizon SLJ Capital, which discusses macroeconomic themes from the past week and has been produced for Professional Investors. Key topics include the Bank of England's recent rate cut and its updated inflation projections influenced by the UK Budget. The discussion moves to the impa

Post-Election Contrarian Views: Inflation or Disinflation? Dollar Strength or Weakness?

Nov 08 2024 9 mins  
In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the sell-side narrative surrounding Trump's impact on the markets, central bank activities in various countries, and key macroeconomic data to watch in the upcoming week. The discussion also touches on the potential implications of US fiscal and monetary policy inte

The Intersection of Fiscal Policies, Central Banks, and the US Election

Nov 01 2024 9 mins  
In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, hosts Matt Jones and Neil Staines discuss anticipated macroeconomic trends and key events for the coming week targeted at professional investors. They delve into significant data points such as Eurozone GDP, US ISM services for October and employment reports from New Zealand and Canada. Key central ba

Fiscal Policies and Election Economics: Insights from the UK, US, and Japan

Oct 25 2024 9 mins  
In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the significant macroeconomic events expected next week. They delve into the UK's budget and its potential impact on the macroeconomic environment, predictions for the Japanese election, China PMI data, and European central bank rate cuts. The episode also covers ke

UK Budget, Bank of England & Global Macro Volatility

Oct 18 2024 8 mins  
In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the significant macroeconomic events expected in the upcoming week. They analyze strong but potentially unsustainable UK data, the likely dovish reaction from the Bank of England, and the impact of the recent ECB rate cut. They also touch on the global macro backdro

UK Growth, China Stimulus, and ECB Expectations

Oct 11 2024 7 mins  
The episode of 'The Long and Short of the Week Ahead,' hosted by Matt Jones with guest Neil Staines from Eurizon SLJ Capital, explores upcoming macroeconomic themes relevant to professional investors. It focuses on anticipated UK economic data, China's fiscal stimulus, and potential European Central Bank monetary policy changes. Specific attention is given to expected data releases

China, Europe, US, and global geopolitics, all in focus

Oct 04 2024 7 mins  
In this episode of 'The Long and Short of the Week Ahead,' hosted by Matt Jones and Neil Staines from Eurizon SLJ Capital, the focus is on key macroeconomic themes for the coming week tailored for professional investors. Key topics include China's stimulus impact on Asian equities, commodity prices, and regional growth expectations, with particular attention to the implications for