Eurizon SLJ Capital
Eurizon SLJ Capital
Latest Episodes
Five Years On: Central Banks, Oil Shocks, and the Week Ahead
This week marks the fifth anniversary of The Long and Short of the Week Ahead.In this milestone episode, Matt Jones is joined by Neil Staines to discuss a busy week for global macro markets, with central banks, inflation, oil pr...
The Oil Shock and the Global Policy Response
In this episode of The Long and Short of the Week Ahead, Matt Jones is joined by Neil Staines to discuss the key macro themes shaping markets in the days ahead.They begin with the UK, where weaker growth forecasts, fiscal pressu...
Holding the Line: Inflation Risks, Weak Growth, and the Policy Dilemma
Matt Jones and Neil Staines discuss the macro themes for the week ahead after a volatile week for central banks and markets amid uncertainty around the Iran situation. In the UK, the Bank of England held rates, struck a more hawkish tone with a...
From the Bank of England to the Fed: Policy Under Pressure
Matt Jones and Neil Staines discuss a complex global macro backdrop dominated by the Iran conflict’s impact on oil, inflation expectations, yields, equities, and growth, with market focus shifting to a heavy week of central bank meetings. In th...
Forecasts and Fragility: UK Spring Statement, US CPI, and China’s Growth Tolerance
Matt Jones and Neil Staines discuss the macro themes for the week ahead against major uncertainty from the Middle East conflict, noting it is likely to dominate sentiment and positioning while they limit forecasts to the macroeconomy. In the UK...
