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Providing first-hand emerging and developed market insights with a global context of how the world views these markets.
189 Episodes
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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 outlook for China, and predictions for the Bank of Japan's upcoming policy decisions. Additionally, the show provi...
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 Chinese economic dynamics, the impact of higher energy prices, and the trajectory of fiscal stimulus measures. The d...
In this episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the week's macroeconomic themes, focusing on recent central bank actions and their implications for developed and emerging markets. Key discussions include rate changes and outlooks from the ECB, RBA, Bank of Canada, and Swiss National Bank, alongside market expectations for the Fed and Bank of Japan. The episode also touches on UK's economic data and its impact on the Bank ...
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 Re...
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. Additionally, the episode touches on central bank actions in New Zealand and Australia, projecting their future mone...
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 interactions on the dollar and broader market trends. 00:00 Introduction and Market Overview 00:25 Welcome and...
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 bank meetings, including the RBA, Norges, Riksbank, Bank of England, and FOMC, are also highlighted with expected p...
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 key indicators for the US, including top-tier earnings reports, employment data, and GDP. 00:00 Introduction ...
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 backdrop, including the IMF spring meetings and major corporate earnings in the US. 00:00 Introduction and Welcom...
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, including employment, CPI, retail sales in the UK, and China's GDP and economic activity indicators. The discus...
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 Europe, the US, and Australia. The discussion touches on upcoming macroeconomic data releases, such as German fa...
In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss significant macroeconomic events and their implications. They examine China's recent economic support measures, their potential impact on global growth, and the expected repercussions in European markets. The episode also covers predictions for European inflation data, ECB decisions, and a negative outlook on the US dollar. Additionally, next week's critical US employment data...
In this episode of 'The Long and Short of the Week Ahead,' hosted by Matt Jones from Eurizon SLJ Capital, Senior Portfolio Manager Neil Staines discusses the recent surprising 50 basis point rate cut by the Fed and its muted market reaction. The conversation outlines the Fed's confidence in addressing inflation and employment risks through rate recalibration. The episode previews significant upcoming economic events, including global flash PMI data, the Reserve Bank of Australia's meeting, an...
This episode of 'The Long and Short of the Week Ahead' features Matt Jones and Neil Staines from Eurizon SLJ Capital discussing macroeconomic themes for the upcoming week. Key highlights include the European Central Bank's rate cut and future outlook, implications of the UK CPI data and Bank of England's potential actions, and anticipated moves by the US Federal Reserve. They also touch on upcoming data points from Germany, the Eurozone, China, Australia, and Japan that could impact global gr...
In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital discuss the macroeconomic themes and market volatility expected in the coming week. They delve into US recession risks, the impact of AI monetization in tech stocks, and upcoming key events such as Apple's product launch. Additionally, they provide insights on the UK's economic data, the European Central Bank's anticipated moves, and US inflation and presidential debates. 00:0...
In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution at Eurizon SLJ Capital, and Alan Wilson, Portfolio Manager, discuss key macroeconomic themes relevant to professional investors. They analyze Chair Powell's recent Jackson Hole speech and its dovish implications for the labor market and Fed easing cycle, and review the latest PCE data. The hosts provide a detailed preview of upcoming economic events in emerging markets for the first week of September, ...
In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution for Eurizon SLJ Capital, and Alan Wilson, Portfolio Manager, discuss the macroeconomic themes impacting emerging markets. They analyze recent market volatility driven by tech sell-offs, fears of a hard landing in the US, and the Japanese Yen's carry trade washout. Despite challenges, emerging markets have shown resilience with strong performances in local and hard currency bonds, as well as foreign exc...
In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution at Eurizon SLJ Capital, and Neil Staines, Senior Portfolio Manager, discuss the recent market volatility triggered by weak economic indicators. They delve into the evolving sentiment in European markets with a focus on ECB policy, global PMI data, and consumer confidence. Additionally, the episode covers upcoming monetary policy events in Australia, Sweden, Japan, and the UK, with a particular emphasis...
In this episode of 'The Long and Short of the Week Ahead,' Matt Jones from Eurizon SLJ Capital and Senior Portfolio Manager Neil Staines discuss the key economic themes and market sentiments for the upcoming week. They recap a volatile week driven by a Fed pivot, disappointing US economic data, and significant global market fluctuations. The discussion includes upcoming economic indicators from the US, Japan, Germany, the Eurozone, China, and the UK. 00:00 Introduction and Welcome 00:3...
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 events affecting markets. They review recent central bank activities, including rate changes by the Bank of Japan and Bank of England, along with insights on US Fed policies and economic outlooks. The episode also covers the ongoing Q2 earnings season, emphasizing the importance of AI monetization and demand-driven company performances. Finally, th...
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