Eurizon SLJ Capital
Eurizon SLJ Capital
All episodes
Best episodes
Seasons
Top 10 Eurizon SLJ Capital Episodes
Goodpods has curated a list of the 10 best Eurizon SLJ Capital episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Eurizon SLJ Capital for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Eurizon SLJ Capital episode by adding your comments to the episode page.
Global Macro: Many Moving Parts, One Dominant Factor!
Eurizon SLJ Capital
02/03/25 • 10 min
In this edition of The Long & Short, Neil Staines examines how swift US policy shifts contrast with Europe’s slower regulatory pace, shaping economic competitiveness and market sentiment.
- The US is enacting policy changes rapidly, while Europe remains stuck in slow-moving regulatory debates, which are impacting economic competitiveness and market sentiment.
- While the new US administration has drawn attention, the Federal Reserve's latest meeting underscored a slowing pace of rate cuts, reinforcing a more cautious monetary policy stance.
- Despite minor hawkish changes in the FOMC statement, Chair Powell emphasized a balanced stance, highlighting that policy rates remain restrictive and maintaining the implicit dovish bias.
- The Fed's policy trajectory depends on four key variables tied to the new administration—tariffs, immigration, deregulation, and fiscal consolidation—all of which influence hashtag#inflation, the labour market, and the yield curve.
- The ECB cut rates as expected but hinted at a more optimistic growth outlook. Real wages are rising, credit affordability is improving, and the global trade recovery is supporting European exports.
- While many factors shape the global hashtag#macro landscape, the most significant driver remains the economic and fiscal policies of the new US administration, with the Fed - and possibly global markets - pausing until more clarity emerges.
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.
A big week for Central Banks
Eurizon SLJ Capital
12/13/21 • 8 min
A big week for Central Banks - join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.
Hosted by Matt Jones, Head of Distribution.
Please do email any questions or comments to [email protected]
Links
Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights
Views 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.
Episode is Live
Published: Dec. 13, 2021 @ 4PM Edit
Unpublish
Transcript is Live
Listeners can tap through & see what’s coming up.
Create a Visual Soundbite
Best way to share to social media for engagement.
Share Episode On
More Options
Direct Link to MP3CopyDownload MP3
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.
Global Growth Dynamics in Focus: PMI Data, Central Bank Speeches, and Key U.S. Reports Shape the Week Ahead
Eurizon SLJ Capital
11/24/23 • 5 min
The Long & Short of the Week Ahead: Tracking Global Macroeconomic Trends and Data
In 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 form an important portion of the global economic outlook.
00:05 Introduction and Welcome
00:26 Overview of the Week Ahead
01:21 Focus on U.S. Data
02:09 Global Growth Data Insights
02:48 Central Bank Governors' Commentary
03:41 Weekend Sports Highlights
04:20 Closing Remarks and Farewell
04:41 Disclaimer and Legal Information
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 24th November 2023. Hosted by Matt Jones, Head of Distribution.
Please do email any questions or comments to [email protected]
Links
Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights
Views 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 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.
A big week for data: Europe's Rate Repricing, RBA's Monetary Policy, and U.S. Labor Market in the Spotlight
Eurizon SLJ Capital
12/01/23 • 5 min
The Long & Short of the Week Ahead: Key Market Analysis
In 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 improvements, and potential shifts in the unemployment rate. The discussion concludes with anticipations for the next week's developments, with each region possessing unique risks and opportunities.
00:05 Introduction and Welcome
00:35 Review of the Previous Week
01:22 Focus on Europe: Economic Trends and Predictions
02:19 Asia's Economic Outlook: Central Bank Actions and Market Trends
03:13 US Market Focus: Fed Chair Speech and Job Market Analysis
04:27 Weekend Sports Highlights
05:07 Closing Remarks and Future Outlook
Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 24th November 2023. Hosted by Matt Jones, Head of Distribution.
Please do email any questions or comments to [email protected]
Links
Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights
Views 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 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.
Balancing Act: Germany's Stimulus Measures and US Fiscal Consolidation
Eurizon SLJ Capital
03/14/25 • 8 min
In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager, discuss major macroeconomic themes and key global data expected in the coming week. The focus is on Germany's fiscal stimulus plans and the U.S.'s fiscal consolidation, alongside crucial economic data from China, Germany, the Ricks Bank, the Swiss National Bank, and the Bank of Japan. The discussion also covers the UK macro outlook with an emphasis on the upcoming Bank of England meeting and the FOMC meeting in the U.S., which will be crucial amid ongoing tariff and trade uncertainties.
00:00 Introduction and Overview
01:46 Global Data Highlights for the Week
03:18 Focus on the UK Economy
04:41 US Economic Outlook and the Fed
07:15 Conclusion and Final Thoughts
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.
Westminster to Washington: Rates, Rules, and Reciprocal Tariffs
Eurizon SLJ Capital
03/28/25 • 7 min
In this week's episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital discuss major macroeconomic themes and market events. The UK headlines include European defense negotiations, auto tariff considerations, and the spring statement. Global fiscal and monetary policies are analyzed, with a focus on US fiscal consolidation, Europe’s fiscal expansion, and anticipated rate changes by central banks. Key data releases from Japan, China, Australia, and major US economic indicators are highlighted.
00:00 Introduction and Overview
00:35 UK Economic Highlights
01:14 Global Fiscal and Monetary Policies
02:50 Upcoming Global Economic Data
04:19 US Economic Focus
05:52 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.
Trade Volatility, Fiscal Drift, and Central Bank Signals
Eurizon SLJ Capital
05/16/25 • 8 min
In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution for Eurizon SLJ Capital, is joined by Neil Staines, Senior Portfolio Manager. They delve into recent and upcoming macroeconomic data, including key trade deals and economic indicators from the UK, as well as global data from China, Australia, the Eurozone, and Japan. The episode is intended for professional investors and provides insightful analysis of the economic landscape for the week ahead.
Key points:
- UK resilience meets looming headwinds – Strong Q1 GDP and firm wage growth contrast with impending tax hikes and still-tight monetary policy.
- Global data deluge – From China’s April activity suite to Japan’s CPI, markets will parse each print for evidence of tariff fallout and policy divergence.
- U.S. fiscal questions – With little hard data due, Fed speakers and Capitol-Hill fiscal manoeuvring will steer sentiment.
00:00 Introduction and Overview
00:37 UK Economic Outlook
02:47 Global Economic Insights
04:17 US Economic and Political Focus
07:24 Conclusion and Disclaimers
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.
The US and China - 3 themes for the month ahead
Eurizon SLJ Capital
02/07/22 • 9 min
An audio extract from our Macro Monthly Newsletter. This month we explore three themes for the month ahead:
- Pit stop, not full stop on US and USD outperformance.
- US equities will continue to shine.
- RMB bonds could be one of the best-performing assets in 2022.
A production of Eurizon SLJ Capital that outlines our market views for month ahead. This is an extract from our monthly newsletter, which can be subscribed to via the link below or email us. This episode has been recorded for professional investors. The content was written on 3rd February 2022.
Please do email any questions or comments to [email protected]
Links
Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights
Views 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. Content. Information in this recording does not constitute an offer to buy, sell or the solicitation of any offer to buy or sell securities and/or any derivatives.
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.
Dovish Monetary Policies and Global Macro Market Outlook
Eurizon SLJ Capital
02/02/24 • 7 min
Hosts Matt Jones and Neil Staines discuss of a range of macroeconomic themes for the upcoming week. They review last week's significant data events and reflect on the dovish commentary by both the Fed and the Bank of England. The hosts anticipate the RBA's economic outlook and plan to observe revisions to global growth and inflation by the OECD. They also discuss the data for the forthcoming week and the prints for the upcoming week, including the Eurozone Sentix, American ISM services and China's CPI, and PPI.
00:08 Introduction and Welcome
00:33 Reflections on the Previous Week's Data
00:49 Insights into the Federal Reserve and Bank of England's Policies
02:07 Impacts on Equities and Rates
02:24 Focus for the Week Ahead
03:20 Upcoming Data and Market Indicators
04:26 Sports Highlights for the Weekend
05:13 Closing Remarks and Goodbyes
06:09 Disclaimer and Legal Information
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.
A huge week for the UK (and other markets..)
Eurizon SLJ Capital
04/12/24 • 6 min
In this episode of 'The Long and Short of the Week Ahead,' Eurizon SLJ Capital offers a comprehensive outlook on the week ahead for professional investors, focusing on key macroeconomic themes.
Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager, discuss various pivotal economic indicators and meetings poised to impact global markets, with a particular emphasis on the UK's financial landscape.
They highlight the UK's employment report, CPI print, retail sales data, and the implications of Governor Bailey's upcoming speeches on the trajectory of UK interest rates.
The dialogue also explores the U.S. economic outlook, particularly in response to recent CPI data and its potential effects on the Federal Reserve's mandate, retail sales, and Q1 earnings reports.
Additionally, the episode covers significant economic developments in China and Germany, alongside an anticipation of the updated IMF World Economic Outlook.
00:00 Introduction to the Week Ahead
00:30 Focus on the UK: Economic Indicators and Rate Expectations
02:04 US Economic Outlook: Inflation, Growth, and Fed's Mandate
03:38 Global Economic Events: From Earnings to IMF Outlook
05:43 Closing Remarks and Future Insights
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.
Show more best episodes
Show more best episodes
FAQ
How many episodes does Eurizon SLJ Capital have?
Eurizon SLJ Capital currently has 190 episodes available.
What topics does Eurizon SLJ Capital cover?
The podcast is about Investing, Podcasts, Finance, Economics, Macroeconomics, Business, China and Fixed Income.
What is the most popular episode on Eurizon SLJ Capital?
The episode title 'A shift in focus from inflation to growth' is the most popular.
What is the average episode length on Eurizon SLJ Capital?
The average episode length on Eurizon SLJ Capital is 7 minutes.
How often are episodes of Eurizon SLJ Capital released?
Episodes of Eurizon SLJ Capital are typically released every 7 days.
When was the first episode of Eurizon SLJ Capital?
The first episode of Eurizon SLJ Capital was released on Apr 17, 2021.
Show more FAQ
Show more FAQ