Policymakers at a complex juncture
Eurizon SLJ Capital
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Eurizon SLJ Capital
Policymakers at a complex juncture
Apr 26, 2024 Season 2024 Episode 13
Eurizon SLJ Capital

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 themes for professional investors, focusing on market volatilities and policy rates influenced by recent global PMI data, indicating significant economic activities across countries like India, UK, Japan, Australia, and the Eurozone. 

They highlight key economic data releases expected in the upcoming week from Germany, China, Japan, Norway, and Switzerland, emphasizing their potential impact on global markets. 

The discussion also covers expectations from the U.S. economic data, including ISM manufacturing and services data, ADP, JOLTS, and Non-Farm Payroll, and how these might influence the Federal Reserve's monetary policy, especially concerning interest rates and quantitative tightening. 

00:00 Introduction to the Week Ahead
00:30 Market Volatility and Global Economic Focus
00:59 Key Economic Indicators and Data Releases
02:42 US Economic Data and Monetary Policy Focus
05:15 FOMC Meeting Expectations and Monetary Policy Analysis
07:32 Closing Remarks and Future Insights

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.