Eurizon SLJ Capital
Providing first-hand emerging and developed market insights with a global context of how the world views these markets.
Episodes
202 episodes
Jobs, Politics, Inflation, and Confidence
In this week’s episode of The Long and Short of the Week Ahead, Matt Jones is joined by Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, to explore the macroeconomic themes shaping global markets.Topics covered ...
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7:52
Unemployment, Inflation, and the Policy Path Ahead
In this week’s episode of The Long and Short of the Week Ahead, Matt Jones is joined by Neil Staines to explore the shifting global policy landscape following another complex week for markets.We look ahead to Jackson Hole, where...
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8:37
Rate Cuts, Data Disappointments, and a Wait-and-See Fed
In this episode of 'The Long and Short of the Week Ahead,' Matt Jones from Eurizon SLJ Capital engages with Neil Staines, Senior Portfolio Manager, to discuss recent macroeconomic data and its implications for global markets. They explore disap...
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7:27
Tariffs, Tightening, and Turning Points
In this episode of "The Long and Short of the Week Ahead," Matt Jones and Neil Staines discuss the latest macroeconomic themes impacting global markets. The conversation covers the implications of new US tariffs, the outlook for US and global g...
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8:59
Macro Pressure Points: UK Wobbles, Japan Shifts, ECB Pauses
In this week's episode of 'Long and Short of the Week Ahead,' presented by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss key macroeconomic themes affecting the UK and global markets. They review recent UK headline inflation data, the...
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7:29
From Tariffs to Tests: A Packed Week for Markets and the UK
This episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, hosted by Matt Jones and featuring Neil Staines, discusses the major macroeconomic themes and data releases anticipated for the coming week. The focus includes the i...
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8:37
Monetary Easing, Market Complacency, and the July 9 Trade Reckoning
In this episode of 'The Long and Short of the Week Ahead,' Matt Jones from Eurizon SLJ Capital is joined by Neil Staines to discuss the macroeconomic themes expected to shape the coming week. They address potential rate cuts by the Bank of Engl...
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8:05
Rates, Risks & the Sintra Setup: A Global Macro Realignment
In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the dominant macroeconomic themes and key financial market data for the upcoming week. They highlight the crucial updates in t...
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8:44
Banking on Complexity: UK's Economic Challenges and Global Policy Shifts
In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the upcoming week's macroeconomic themes with a focus on the UK and global financial markets. They highlight the economic chal...
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9:06
Market Calm or Complacency? Inflation, Trade, and Volatility Risks
In this episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, Matt Jones and Senior Portfolio Manager Neil Staines discuss anticipated macroeconomic themes. Key topics include the upcoming US employment report, the volatil...
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9:35
Data vs. Disruption: A Critical Week for Markets
In this episode of 'The Long and Short of the Week Ahead,' Matt Jones of Eurizon SLJ Capital and Neil Staines discuss the flat trends in the dollar, bonds, and equities markets. They highlight key upcoming macroeconomic data that may clarify gl...
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9:00
Short Week, Long List: Trade, Rates & Fiscal Reckonings
In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital discuss the major macroeconomic themes for the upcoming week. Key highlights include insights into global fiscal and trade policies,...
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8:12
Trade Volatility, Fiscal Drift, and Central Bank Signals
In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution for Eurizon SLJ Capital, is joined by Neil Staines, Senior Portfolio Manager. They delve into recent and upcoming macroeconomic data, including key trad...
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8:29
Tariffs, Tightening, and Turning Points
In this episode of the Long and Short of the Week Ahead by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the anticipated macroeconomic events for the upcoming week, primarily focusing on the US. Topics include mixed economic signals ...
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11:39
Tariffs, Trade, and Turning Points: A Crucial Week for Global Markets
In this episode of 'The Long and Short of the Week Ahead,' hosted by Matt Jones and joined by Neil Staines from Eurizon SLJ Capital, key macroeconomic themes and forecasts for the upcoming week are discussed. Topics covered include the UK's eco...
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8:18
Global Trade Shifts: Impact on Markets and Macro Trends
In this episode of 'The Long and Short of the Week Ahead,' Matt Jones of Eurizon SLJ Capital and Senior Portfolio Manager Neil Staines discuss the macroeconomic themes and data releases anticipated for the upcoming week. The conversation covers...
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7:53
Westminster to Washington: Rates, Rules, and Reciprocal Tariffs
In this week's episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital discuss major macroeconomic themes and market events. The UK headlines include European defense negotiations, auto tariff con...
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7:44
The Fed’s Dots Will Speak Louder Than Rates
In this episode of 'The Long and Short Forward Curve' by Eurizon SLJ Capital, Matt Jones discusses the implications of the upcoming FOMC meeting on March 17, 2025. While immediate action from the Fed is not anticipated, the focus will be on the...
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7:00
Balancing Act: Germany's Stimulus Measures and US Fiscal Consolidation
In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager, discuss major macroeconomic themes and key global data expected in the coming week. ...
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8:28
Germany’s ‘Whatever It Takes’ Moment: Fiscal Expansion and Dollar Dilemmas
In this episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, Matt Jones and Neil Staines discuss crucial macroeconomic themes and market developments. Key topics include Germany's surprising fiscal expansion and its impli...
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9:03
Tariffs, Trade, and Payrolls: What to Watch in Global Markets
In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss upcoming macroeconomic themes. They cover the impact of global trade tariffs, particularly the March 4th deadline for tariffs ...
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7:41
German elections and Central Bank speeches: Anticipating economic shifts
In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution for Eurizon SLJ Capital, and Neil Staines, Senior Portfolio Manager, provide a detailed analysis of the upcoming macroeconomic themes and events. The fo...
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10:36
Tariffs, Geopolitics and Bank of England expectations
In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the key macroeconomic themes and data to watch in the upcoming week. As the US has a quiet week with President's Day and the e...
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10:01
Inflation, Trade, and Fiscal Dynamics: The Week Ahead with Eurizon SLJ Capital
In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital discuss global macroeconomic themes set to shape the upcoming week. They explore the Trump administration's fiscal policies, the imp...
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9:30
