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, with the employment report, January CPI and retail sales providing key inputs for Bank of England expectations. The conversation then shifts globally, focusing on Australia’s policy outlook via RBA minutes and labour market data, and New Zealand’s rate decision and guidance. In the US, attention turns to the trade balance and Q4 GDP, alongside signs markets may be drifting toward a higher-volatility regime amid AI-related cross-currents.

The episode closes with a quick look at the weekend sporting calendar and Neil’s long/short for the weekend.

Chapters
00:00 Introduction and welcome
00:27 UK outlook: jobs, CPI and retail sales
02:20 Global: Australia, New Zealand, Europe and EM
04:06 US: trade balance, Q4 GDP and volatility
06:29 Weekend sports highlights
07:51 Conclusion and sign-off

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