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 prices, and political uncertainty all in focus.

Neil looks at the UK after a volatile week for politics and data, assessing what recent inflation, labour market, and retail sales figures could mean for the Bank of England. He then turns to a packed global central bank calendar, including the Bank of Japan, Bank of Canada, ECB, and Fed, where markets will be watching closely for signals on the balance between inflation risks and growth concerns.

The discussion also covers the US macro outlook, the final stages of Jerome Powell’s tenure at the Fed, key data releases, major technology earnings, and the wider implications of the oil shock for the global economy.

Finally, Matt and Neil look ahead to the weekend, including the London Marathon, the Women’s Six Nations, the Premier League relegation battle, and this week’s long and short.

Key topics covered

•  The fifth anniversary of The Long and Short of the Week Ahead
•  UK inflation, retail sales, unemployment, and political volatility 
•  What to expect from the Bank of England 
•  Global central bank meetings, including the Bank of Japan, ECB, Bank of Canada, and Fed 
•  The impact of higher oil prices on inflation and growth 
•  US consumer confidence, Q1 GDP, and ISM manufacturing 
•  Major technology earnings from Google, Meta, Microsoft, Qualcomm, and Apple 
•  The London Marathon, Women’s Six Nations, and Premier League football

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