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 PMI data, and a US calendar that culminates in non-farm payrolls.

What we cover

• UK policy week: the Bank of England meeting, updated projections, and the inflation path
• Market pricing versus expectations for the UK rate-cut trajectory
• Global central banks in focus, including the Reserve Bank of Australia and European Central Bank
• China’s PMI data as an early read on activity and sentiment into 2026
• A data-heavy US week: ISM, JOLTS, ADP, ISM Services, and non-farm payrolls
• Key global inflation prints and what they imply for central bank reaction functions across DM and EM
• A quick weekend sports preview to close

Chapters / timestamps
00:00 Introduction and welcome
00:27 Focus on the Bank of England
02:21 Global macro calendar highlights
04:18 US economic outlook
06:37 Weekend sports preview
07:44 Conclusion and sign-off

About the show
The Long and Short of the Week Ahead is a podcast from Eurizon SLJ Capital examining the macro themes shaping markets.

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.