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 season shaping the agenda.

The conversation covers the UK’s crucial run of releases, China’s growth and activity data, Australia and Europe’s policy-sensitive prints, and why the US narrative may be driven as much by geopolitics and messaging as by the data calendar.

Key topics discussed include:

• Why UK jobs, CPI, and retail sales are a key barometer for whether UK weakness is underpriced
• What China Q4 GDP, Australia inflation and employment, Germany’s ZEW, and global flash PMIs signal about momentum and policy debate
• What to watch in the US across earnings, key revisions and indicators, and Davos-driven headline risk around the dollar, tariffs, energy, and geopolitics

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