Eurizon SLJ Capital
Episodes
233 episodes
Political Volatility, Higher Yields, and the Global Growth Test
Matt Jones is joined by Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, to discuss the macro themes shaping the week ahead.This week’s episode focuses on rising UK political volatility, its impact on the UK yield curve, an...
Growth, Inflation and the Global K-Shaped Recovery
Matt Jones is joined by Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, to discuss the macroeconomic themes shaping the week ahead for professional investors.This week’s conversation covers UK political volatility followin...
Central Banks Face the Oil Test
Matt Jones is joined by Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, to preview the macro themes shaping the week ahead.This episode focuses on how persistent oil-price shocks could affect global monetary policy. Neil d...
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...
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...
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...
Repricing Risk: UK Data, Antipodean Policy, and US GDP
In this episode of The Long and Short of the Week Ahead (Eurizon SLJ Capital), Matt Jones is joined by Neil Staines to break down the macro themes set to matter most for professional investors.The UK remains front and centre, wi...
Policy Paths: UK Dovishness, US Data, Japan Risk
Matt Jones (Eurizon SLJ Capital) is joined by Senior Portfolio Manager Neil Staines to map the week ahead across rates, data, and event risk. They unpack the Bank of England’s latest signals, the key UK releases to watch, ECB messaging and the ...
From Threadneedle Street to Payrolls: The Week Ahead in Macro
In this episode of The Long and Short of the Week Ahead, Matt Jones and Neil Staines run through the key macro themes for the days ahead, from Bank of England projections and UK policy signals to global central bank watchpoints, China ...
USDJPY Intervention Watch and the Week of Central Banks
In this episode of The Long and Short of the Week Ahead, Matt Jones is joined by Neil Staines to map the key macro catalysts investors are watching.They start in Japan, where the February 8 general election announcement, renewed...
Davos, Data, and Earnings: What Markets Are Watching
In this episode of The Long and Short of the Week Ahead, Matt Jones is joined by Neil Staines to discuss the key macro signals markets are likely to focus on next week, with Davos, major data releases, and earnings seaso...
Central Banks, Inflation Data, and the Global Rate Outlook
In this episode of The Long and Short of the Week Ahead, Matt Jones is joined by Neil Staines to discuss the latest inflation data, central bank signals, and what they mean for the global rate outlook in 2026.The conversation co...
2026 Begins with Inflation, the Fed, and the Labour Market
In this episode of The Long and Short of the Week Ahead podcast by Eurizon SLJ Capital, host Matt Jones speaks with Senior Portfolio Manager Neil Staines about the global macroeconomic outlook for 2026 and the key market drivers shaping the yea...
Data-Driven Fed, BoJ Watch, and a Key Week for the Bank of England
In this episode of 'The Long and Short of the Week Ahead', Matt Jones and Neil Staines from Eurizon SLJ Capital provide an in-depth analysis of the upcoming macroeconomic themes. Key highlights include the impact of the recent FOMC meeting on U...
Monetary Crossroads: Global Rate Paths and the Fed’s 2026 Lens
In this week's episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, hosts Matt Jones and Neil Staines delve into the upcoming global central bank meetings and their potential impact on monetary policy. With notable rate cut...
Inflation, Weak Growth, and What Comes Next for the UK
In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital discuss the macroeconomic themes expected in the upcoming week. Key topics include the recent UK CPI data and the anticipated fiscal...
Fiscal Strains, Hawkish Signals, and the Return of US Data
In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines discuss key macroeconomic themes and market forecasts for professional investors. They focus on the UK's upcoming budget, potential fiscal impacts, and futur...
Holding, Waiting, Watching: The UK, China, and U.S. in Focus
In this week's episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution at Eurizon SLJ Capital, is joined by Neil Staines, Senior Portfolio Manager, to discuss key macroeconomic themes. They analyze the Bank of Englan...
The Bank of England’s Balancing Act & the Fed's Dilemma
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, discuss recent developments in global monetary policies and their implications. The...
Central Banks, CPI, and the Big Macro Balancing Act
In this week's episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, Matt Jones and Neil Staines discuss Europe's economic landscape, touching on the upcoming ECB meeting, German IFO, Q3 GDP, and CPI data. The global outlo...
A Budget, A Blackout, and A Billion-Dollar Shutdown
In this episode of 'The Long and Short of the Week Ahead,' Matt Jones of Eurizon SLJ Capital discusses key macroeconomic themes with Neil Staines. They focus on the upcoming UK budget, significant economic data releases, and expectations for mo...
