A huge week for the UK (and other markets..)
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.
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.
Previous Episode
Where next for Global Central Banks?
In this episode of 'The Long and Short of the Week Ahead,' Eurizon SLJ Capital presents an analysis of the upcoming macroeconomic themes and central bank policies for professional investors. Host Matt Jones and Senior Portfolio Manager Neil Staines discuss recent economic data, including ISM manufacturing and services, and the implications for inflation and growth moderation. They touch upon Federal Reserve Chair Powell's recent comments on economic outlook and delve into upcoming data releases like Sentix data, UK GDP, and US sentiment. The discussion shifts to global central bank focuses, including the RBNZ, Bank of Canada, ECB, and Bank of England, and concludes with the Fed's awaited CPI print and its potential impact on future rate cuts.
00:00 Introduction to the Week Ahead
00:30 Review of Last Week's Financial Markets
01:50 Upcoming Data and Events to Watch
02:13 Global Central Bank Focus
05:10 U.S. Data and Policy: Key Focal Points
08:01 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.
Next Episode
Markets question underlying growth
In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital delve into recent geopolitical events, earning season volatility, and the intersection of growth, inflation, and interest rates.
They discuss the market's reaction to these factors, the IMF's upgraded global growth forecasts, and look ahead to next week's key economic indicators, including global PMIs, German IFO data, consumer confidence in the UK and France, and potential interventions by the Bank of Japan.
The episode also covers major points for the US, including Q1 GDP data, the PCE inflation measure, and upcoming earnings releases from major tech companies.
00:00 Introduction to the Week Ahead
00:30 Geopolitical and Market Volatility Insights
01:49 Global Growth Forecasts and Economic Indicators
03:50 US Economic Focus: GDP and Inflation
05:09 Earnings Season and Market Expectations
06:39 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.
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