Matt Jones and Neil Staines discuss a global macro backdrop where markets appear calm at the headline level but show significant divergence underneath, including record-high equity dispersion, private credit uncertainty despite tight spreads, a...

 Matt Jones and Neil Staines discuss macro themes for the week ahead for professional investors. In the UK, recent data show unemployment at a new cycle high of 5.2% (above COVID highs), conflicting private vs public pay trends, and CPI si...

In this episode of The Long and Short of the Week Ahead (Eurizon SLJ Capital), Matt Jones is joined by Neil Staines to break down the macro themes set to matter most for professional investors.The UK remains front and centre, wi...

Matt Jones (Eurizon SLJ Capital) is joined by Senior Portfolio Manager Neil Staines to map the week ahead across rates, data, and event risk. They unpack the Bank of England’s latest signals, the key UK releases to watch, ECB messaging and the ...

In this episode of The Long and Short of the Week Ahead, Matt Jones and Neil Staines run through the key macro themes for the days ahead, from Bank of England projections and UK policy signals to global central bank watchpoints, China ...