From Dots to Data: Monetary Policy in Focus

Eurizon SLJ Capital

Eurizon SLJ Capital
From Dots to Data: Monetary Policy in Focus
Sep 19, 2025
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 key macroeconomic themes and monetary policy developments for professional investors. They analyse recent rate cuts by the Fed and other central banks, emphasising the implications for market trends and economic forecasts. The conversation also covers upcoming monetary policy decisions, expected data releases, and potential geopolitical influences, like the impact of Trump-Xi tariff discussions. The episode concludes with highlights of upcoming sporting events and personal predictions for the week.

00:00 Introduction and Welcome
00:28 Central Banks' Recent Actions
02:20 Global Monetary Policy Overview
02:46 Upcoming Economic Data and Events
04:12 US Economic Focus
05:36 Weekend Sports Highlights
06:38 Closing Remarks

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. It has not been prepared in accordance with legal and regulatory requirements designed to promote the independence of investment research and is not subject to any prohibition on dealing ahead of the dissemination of investment research. It does not constitute research on investment matters and should not be construed as containing any recommendation, advice or suggestion, implicit or explicit, for any investment strategy or financial instruments, the issuers of any financial instruments, or a solicitation, offer or financial promotion relating to any securities or investments. ESLJ and its affiliates do not assume any liability whatsoever for the contents of this podcast and do not make any representation or warranty as to the accuracy or completeness of any information contained in this communication.