Monetary Easing, Market Complacency, and the July 9 Trade Reckoning

Eurizon SLJ Capital

Eurizon SLJ Capital
Monetary Easing, Market Complacency, and the July 9 Trade Reckoning
Jul 04, 2025
Eurizon SLJ Capital

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 England, expected policy decisions from the RBA and RBNZ, and key data points from China and the Eurozone. The discussion also covers the implications of US economic data, fiscal policies, and the looming tariff deadline on July 9th. Additionally, the episode touches on upcoming sporting events, including cricket, football, Wimbledon, and the British Grand Prix.

00:00 Introduction and Welcome
00:29 Global Economic Outlook for the Week
02:33 Focus on US Economic Dynamics
04:15 Tariff Debates and Global Trade
05:31 Weekend Sports Highlights
06:52 Closing Remarks and Disclaimers

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