Eurizon SLJ Capital
Providing first-hand emerging and developed market insights with a global context of how the world views these markets.
Podcasting since 2021 • 228 episodes
Eurizon SLJ Capital
Latest Episodes
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...
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Season 2026
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Episode 12
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9:48
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...
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Season 2026
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Episode 11
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10:11
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...
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Season 2026
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Episode 10
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9:03
From China’s Two Sessions to US Payrolls: A Consequential Week Ahead
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...
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Season 2026
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Episode 9
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7:50
Three Drivers for the Week Ahead: UK Cuts, Aussie CPI, US Geopolitics
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...
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Season 2026
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Episode 8
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8:14
