Shows
Eurizon SLJ CapitalRates, Risks & the Sintra Setup: A Global Macro RealignmentIn this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the dominant macroeconomic themes and key financial market data for the upcoming week. They highlight the crucial updates in the US, including the ISM surveys and key employment statistics, such as non-farm payrolls. The discussion covers the ECB forum in Sintra, Portugal, where the world's central bankers will meet to discuss monetary policies. Key figures like ECB's Lagarde, the Fed's Powell, and Bank of England's Bailey will be closely monitored for their insights. The episode also touches...2025-06-2708 min
Eurizon SLJ CapitalBanking on Complexity: UK's Economic Challenges and Global Policy ShiftsIn this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the upcoming week's macroeconomic themes with a focus on the UK and global financial markets. They highlight the economic challenges facing the UK, including job losses and weak GDP prints, and anticipate potential monetary policy actions from central banks like the Bank of England, Swiss National Bank, and the Fed. The episode also touches on significant global data releases from Japan, China, Germany, and Australia, and reflects on the pressures and expectations surrounding US monetary policy. Additionally...2025-06-1309 min
Eurizon SLJ CapitalBond Markets: Between Vigilance and Neglect?Welcome to the Long & Short, an audio blog production by Eurizon SLJ Capital that takes a look at the macroeconomic themes of the past week and has been recorded for professional investors. This is an audio version of a LinkedIn newsletter written by Neil Staines, published on the 10th of January 2025.In the first edition of 2025 of "The Long & Short," Neil Staines explores the impact of bond vigilantes on global markets and monetary policy: The Bank of Japan is gradually moving toward policy normalisation. The debate centres on whether the next 25bp rate hike w...2025-01-1010 min
Eurizon SLJ CapitalNavigating the Next Week: Global Trends and Central Bank MinutesIn this episode of 'The long and short of the week ahead' presented by Eurizon SLJ Capital, Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager, discuss the macroeconomic factors that will impact the world economy in the coming week. They discuss the minutes from the meetings of various central banks including the RBA, ECB and FOMC, indicating how they may influence their policies. They also delve into data releases and how they will shape the ongoing central bank debate, with a particular emphasis on PMI and ECB negotiated wage settlement data. The podcast also addresses key...2024-02-1608 minEurizon SLJ CapitalMacroeconomic Themes and Central Bank DecisionsThe Long and Short of the Week Ahead: Macroeconomic Themes and Central Bank DecisionsIn this podcast by Eurizon SLJ Capital, Matt Jones and guest Neil Staines discuss the evolving central bank scenario, where policy remains restrictive and inflation falls. They delve into themes like the current global macro debates, including seasonal anomalies and whether there's been an upward shift in R star (natural rate of interest). The dialogues cover monetary transmission issues in the U.S and the data expected in the week ahead, including leading indicators from Germany and the U.S. The effect of...2024-02-0907 minEurizon SLJ CapitalCentral Banks in Focus: Deciphering the ECB, Bank of England, and Fed's Next MovesHost Matt Jones of Eurizon SLJ Capital and guest Neil Staines, a Senior Portfolio Manager, discuss the macroeconomic themes of the upcoming week in this 2024 podcast episode. Topics include releases of global data such as the Eurozone GDP, Eurozone CPI, and PMI data from China, as well as the narratives from ECB, Bank of England, and Fed meetings. U.S. labor market data is also covered, as well as major tech companies' earnings reports. Staines also shares his predictions for the short-term future of the global economy, and the hosts end with an outline of upcoming sporting events they...2024-01-2607 minEurizon SLJ CapitalA big week for data: Europe's Rate Repricing, RBA's Monetary Policy, and U.S. Labor Market in the SpotlightThe Long & Short of the Week Ahead: Key Market AnalysisIn this production by Eurizon SLJ Capital, Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager, discuss the macro-economic themes for the week ahead relevant to professional investors. Key highlights include November's European inflation trends, data and policy trends for December, with focused attention on Europe, Asia, and the U.S. They discuss the rate repricing in Europe, Asian markets' reaction to the Resilient Banking Authority's action, and the importance of U.S. rate markets. They continue their attention to job creation trends, labor supply...2023-12-0105 minEurizon SLJ CapitalGlobal Growth Dynamics in Focus: PMI Data, Central Bank Speeches, and Key U.S. Reports Shape the Week AheadThe Long & Short of the Week Ahead: Tracking Global Macroeconomic Trends and DataIn this episode of 'The Long & Short of the Week Ahead', Matt Jones and Neil Staines from Eurizon SLJ Capital discuss the key macroeconomic themes for the upcoming week. They talk about the expected release of U.S. Q3 GDP revision, PCE print for November, ISM manufacturing report, Black Friday, and Cyber Monday sales data, German consumer confidence and China's PMI data for November, and remarks from central bank governors. With markets focused on central bank reaction functions, these speeches and data points will...2023-11-2405 minEurizon SLJ CapitalShifting focus from Inflation to GrowthNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 30th June 2023.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The o...2023-06-3006 minEurizon SLJ CapitalGrowth and Inflation Juncture: Complexity in the Global EconomyNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 23rd June 2023.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The o...2023-06-2305 minEurizon SLJ CapitalUK Back in FocusNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 16th June 2023.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The o...2023-06-1605 minEurizon SLJ CapitalGlobal Macro Puzzle: China's Stimulus, Central Banks, and US Policy ImpactNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 2nd June 2023.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The o...2023-06-0205 minEurizon SLJ CapitalCaution and Complexity: Central Banks, Inflation, Debt Limit DilemmaNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 26th May 2023.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The o...2023-05-2606 minEurizon SLJ CapitalGlobal PMI Data, UK Inflation Drop, FOMC Minutes - Implications for Growth, Rates & PolicyNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 19th May 2023.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The o...2023-05-1905 minEurizon SLJ CapitalCentral banks, Data and Geopolitical RisksNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 12th May 2023.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The o...2023-05-1205 minEurizon SLJ CapitalBank of Japan meeting, tech sector earnings, and FOMC meeting to shape market sentiment in upcoming weekNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 21st April 2023.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The o...2023-04-2105 min
Going GreyhoundsGoing Greyhounds with Simon Orchard 20-04-23Simon chats with Neil Staines and Dennis Bairnes2023-04-2016 minEurizon SLJ CapitalHow Will This Week's UK Data Release Affect the Balance of Inflation and Growth Risks in Financial Markets?Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 14th April 2023. Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The o...2023-04-1404 minEurizon SLJ CapitalUS Employment Report for March and Antipodean Policy DecisionsNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 30th March 2023.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The o...2023-03-3105 minEurizon SLJ CapitalNavigating Market Volatility: Rate Hikes, Liquidity, and Central Bank ReactionsNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 24th March 2023.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The o...2023-03-2405 minEurizon SLJ CapitalWhat can we expect from UK and US policymakers next week?Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 17th March 2023.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The o...2023-03-1706 minEurizon SLJ CapitalMarkets brace for key data and policy decisions impacting interest rates, growth, and currency paths worldwideNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 10th March 2023.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.2023-03-1005 minEurizon SLJ CapitalCentral Bank Watch: Analyzing RBA, Bank of Canada, and Bank of Japan's Monetary Policy TrajectoryNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 3rd March 2023.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The o...2023-03-0305 minEurizon SLJ CapitalJapan's Monetary Policy in the Spotlight: Retail Sales, Industrial Production, and the Evolution of Yield Curve ControlNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 24th February 2023.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The o...2023-02-2405 minEurizon SLJ CapitalUS Rate Repricing Conundrum and the Impact of Global Factors on Financial MarketsNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 17th February 2023.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The o...2023-02-1705 minEurizon SLJ CapitalInflation and Labor Market Dynamics Take Center Stage in the USNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 10th February 2023.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The o...2023-02-1005 minEurizon SLJ CapitalCentral Bank Policy Decisions Dominate Financial Markets Next WeekNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 3rd January 2023.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The o...2023-02-0305 min