Best Eurizon SLJ Capital Podcasts (2025)

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From Dots to Data: Monetary Policy in Focus 7:51

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5d ago7:51

7:51

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss key macroeconomic themes and monetary policy developments for professional investors. They analyse recent rate cuts by the Fed and other central banks, emphasising the implications for market trends and economic forecasts. The conve…

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Cuts Delayed, Cuts Ahead: The UK and US in Focus 8:13

13d ago8:13

8:13

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital discuss macroeconomic themes for the upcoming week, with a focus on the UK's economic data and monetary policy, global growth dynamics, and the US Federal Reserve's actions. The discussion also touches on upcoming key economic indicators …

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Europe’s Fiscal Uncertainty Meets America’s Data-Driven Debate 7:01

20d ago7:01

7:01

In this week’s Long and Short of the Week Ahead, Matt Jones is joined by Senior Portfolio Manager Neil Staines to explore the macro themes shaping markets. Key discussion points: Fiscal politics in focus: France heads toward a confidence vote after parliament rejects a prudent budget, while the UK faces rising fiscal uncertainty with tax hikes look…

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Jobs, Politics, Inflation, and Confidence 7:52

27d ago7:52

7:52

In this week’s episode of The Long and Short of the Week Ahead, Matt Jones is joined by Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, to explore the macroeconomic themes shaping global markets. Topics covered include: United Kingdom: Fiscal deterioration comes into focus as speculation builds over how the Chancellor will address th…

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Unemployment, Inflation, and the Policy Path Ahead 8:37

1M ago8:37

8:37

In this week’s episode of The Long and Short of the Week Ahead, Matt Jones is joined by Neil Staines to explore the shifting global policy landscape following another complex week for markets. We look ahead to Jackson Hole, where central bankers gather against a backdrop of conflicting signals: slowing labour markets, tariff-driven inflation, and d…

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Rate Cuts, Data Disappointments, and a Wait-and-See Fed 7:27

1M ago7:27

7:27

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones from Eurizon SLJ Capital engages with Neil Staines, Senior Portfolio Manager, to discuss recent macroeconomic data and its implications for global markets. They explore disappointing economic metrics from China and Germany, rate cuts from the RBA and the Bank of Thailand, and a d…

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Tariffs, Tightening, and Turning Points 8:59

2M ago8:59

8:59

In this episode of "The Long and Short of the Week Ahead," Matt Jones and Neil Staines discuss the latest macroeconomic themes impacting global markets. The conversation covers the implications of new US tariffs, the outlook for US and global growth, and key economic data releases to watch in the coming week. The hosts also analyse recent monetary …

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Macro Pressure Points: UK Wobbles, Japan Shifts, ECB Pauses 7:29

2M ago7:29

7:29

In this week's episode of 'Long and Short of the Week Ahead,' presented by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss key macroeconomic themes affecting the UK and global markets. They review recent UK headline inflation data, the rising unemployment rate, and consumer confidence indicators. Globally, they focus on Japan's political s…

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From Tariffs to Tests: A Packed Week for Markets and the UK 8:37

3M ago8:37

8:37

This episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, hosted by Matt Jones and featuring Neil Staines, discusses the major macroeconomic themes and data releases anticipated for the coming week. The focus includes the implications of the recent US tariffs on Brazil and their potential impact on markets, inflation, and growt…

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Monetary Easing, Market Complacency, and the July 9 Trade Reckoning 8:05

3M ago8:05

8:05

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones from Eurizon SLJ Capital is joined by Neil Staines to discuss the macroeconomic themes expected to shape the coming week. They address potential rate cuts by the Bank of England, expected policy decisions from the RBA and RBNZ, and key data points from China and the Eurozone. The…

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Rates, Risks & the Sintra Setup: A Global Macro Realignment 8:44

3M ago8:44

8:44

In 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 …

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Banking on Complexity: UK's Economic Challenges and Global Policy Shifts 9:06

3M ago9:06

9:06

In 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 a…

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Market Calm or Complacency? Inflation, Trade, and Volatility Risks 9:35

4M ago9:35

9:35

In this episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, Matt Jones and Senior Portfolio Manager Neil Staines discuss anticipated macroeconomic themes. Key topics include the upcoming US employment report, the volatile financial markets sparked by the Trump-Musk confrontation, and ongoing trade negotiations involving the …

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Data vs. Disruption: A Critical Week for Markets 9:00

4M ago9:00

9:00

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones of Eurizon SLJ Capital and Neil Staines discuss the flat trends in the dollar, bonds, and equities markets. They highlight key upcoming macroeconomic data that may clarify global economic trajectories, including PMI data from China and Eurozone's CPI and retail sales figures. The…

1
Short Week, Long List: Trade, Rates & Fiscal Reckonings 8:12

4M ago8:12

8:12

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital discuss the major macroeconomic themes for the upcoming week. Key highlights include insights into global fiscal and trade policies, a busy data schedule from Europe, Japan, and the US, and significant central bank meetings worldwide. The…

1
Trade Volatility, Fiscal Drift, and Central Bank Signals 8:29

4M ago8:29

8:29

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, a…

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Tariffs, Tightening, and Turning Points 11:39

5M ago11:39

11:39

In this episode of the Long and Short of the Week Ahead by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the anticipated macroeconomic events for the upcoming week, primarily focusing on the US. Topics include mixed economic signals from the UK, cooling tariff rhetoric globally, and significant upcoming US data and earnings reports. Ther…

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Tariffs, Trade, and Turning Points: A Crucial Week for Global Markets 8:18

6M ago8:18

8:18

In this episode of 'The Long and Short of the Week Ahead,' hosted by Matt Jones and joined by Neil Staines from Eurizon SLJ Capital, key macroeconomic themes and forecasts for the upcoming week are discussed. Topics covered include the UK's economic outlook with upcoming employment and CPI reports, the global impact of US-China trade tensions, impo…

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Global Trade Shifts: Impact on Markets and Macro Trends 7:53

6M ago7:53

7:53

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones of Eurizon SLJ Capital and Senior Portfolio Manager Neil Staines discuss the macroeconomic themes and data releases anticipated for the upcoming week. The conversation covers the US NFIB Small Business Optimism Index, FOMC minutes, CPI, PPI, and Michigan sentiment data, alongside…

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Westminster to Washington: Rates, Rules, and Reciprocal Tariffs 7:44

6M ago7:44

7:44

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 U…

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The Fed’s Dots Will Speak Louder Than Rates 7:00

6M ago7:00

7:00

In this episode of 'The Long and Short Forward Curve' by Eurizon SLJ Capital, Matt Jones discusses the implications of the upcoming FOMC meeting on March 17, 2025. While immediate action from the Fed is not anticipated, the focus will be on the updated economic projections, which will reflect the Fed's stance on tariffs, geopolitical risks, and equ…

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Balancing Act: Germany's Stimulus Measures and US Fiscal Consolidation 8:28

7M ago8:28

8:28

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 eco…

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Germany’s ‘Whatever It Takes’ Moment: Fiscal Expansion and Dollar Dilemmas 9:03

7M ago9:03

9:03

In this episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, Matt Jones and Neil Staines discuss crucial macroeconomic themes and market developments. Key topics include Germany's surprising fiscal expansion and its implications for Europe, a review of China's recent economic stimulus measures, and the US's fiscal and monetar…

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Tariffs, Trade, and Payrolls: What to Watch in Global Markets 7:41

7M ago7:41

7:41

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss upcoming macroeconomic themes. They cover the impact of global trade tariffs, particularly the March 4th deadline for tariffs on Canada, Mexico, and China, on FX markets and volatility. They also talk about key economic indicators s…

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German elections and Central Bank speeches: Anticipating economic shifts 10:36

7M ago10:36

10:36

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution for Eurizon SLJ Capital, and Neil Staines, Senior Portfolio Manager, provide a detailed analysis of the upcoming macroeconomic themes and events. The focus begins with the German elections and their potential impact on coalition dynamics, crucial for signifi…

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Tariffs, Geopolitics and Bank of England expectations 10:01

7M ago10:01

10:01

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the key macroeconomic themes and data to watch in the upcoming week. As the US has a quiet week with President's Day and the end of the earnings season, the focus shifts internationally. Key data includes Japanese Q4 GDP, rate decis…

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Inflation, Trade, and Fiscal Dynamics: The Week Ahead with Eurizon SLJ Capital 9:30

8M ago9:30

9:30

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital discuss global macroeconomic themes set to shape the upcoming week. They explore the Trump administration's fiscal policies, the impact of tariffs and trade relations with China, and the anticipated data releases, including CPI, PPI, and …

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Global Macro: Many Moving Parts, One Dominant Factor! 10:01

8M ago10:01

10:01

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 s…

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Monetary Policy Insights: Key Data and Expectations from the US, Europe, and UK 9:15

8M ago9:15

9:15

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones from Eurizon SLJ Capital is joined by Neil Staines to discuss key macroeconomic themes of the upcoming week. The episode focuses on the Federal Reserve and ECB policies, recent PMI data, and anticipated economic indicators such as the US ISM Manufacturing, JOLTS, ADP, and non-far…

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Tariffs, ECB Moves, and the Fed:What’s Next for Global Markets? 9:33

8M ago9:33

9:33

This episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital features Matt Jones and Neil Staines discussing the key macroeconomic themes and market focuses for the upcoming week. They analyze the impact of recent political events including President Trump's executive actions and the World Economic Forum in Davos, and delve into th…

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US Government Hiring Frozen, But it is Europe that must Let it Go? 10:26

8M ago10:26

10:26

In this episode of 'The Long and Short', an audio blog by Eurizon SLJ Capital, Neil Staines discusses the macroeconomic themes from the past week. Key topics include anticipated interest rate cuts in the UK, the impact of fiscal policies on employment and inflation, the US Presidential Inauguration amidst the World Economic Forum in Davos, the usag…

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Global Markets: Waiting for Change? 10:52

8M ago10:52

10:52

In this episode of "The Long & Short," Neil Staines examines how global markets are bracing for shifts in monetary policy, fiscal dynamics, and the evolving trade landscape: Markets are increasingly pricing in a 25 basis point rate hike by the Bank of Japan in January 2025, reflecting a shift in Japan's monetary policy towards normalisation despite…

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Global Macro at a Crossroads: From US Inflation to Japan's Big Decision 9:08

8M ago9:08

9:08

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines discuss key macroeconomic themes influencing financial markets. They highlight the inauguration of the Trump administration as a major event, alongside discussions on US inflation trends, retail sales, and GDP data. The episode also covers weak economic data from…

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Bond Markets: Between Vigilance and Neglect? 10:57

9M ago10:57

10:57

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 & Sh…

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Balancing Act: Fiscal Policies, Global Growth, and Market Reactions 9:30

9M ago9:30

9:30

In this episode of 'The Long and Short of the Week Ahead,' produced by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the current macroeconomic themes dominated by expectations of policy evolution under Trump 2.0. The episode explores the complex UK macro backdrop, including Gilt market volatility, CPI, GDP, and retail sales forecasts. It…

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Slow, Slow, Quick, Quick, Slow? Storytelling and the Fed Foxtrot 13:50

9M ago13:50

13:50

In this episode of 'The Long & Short,' Neil Staines from Eurizon SLJ Capital reviews key macroeconomic developments from the past week for professional investors. Introduction (ECB Policy and Market Reactions): The ECB’s recent 25 basis point rate cut and modest forecast adjustments underscore its cautious approach amid risks from potential U.S. ta…

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Finding Neutral: Fast and Furious or Calm and Collected? 9:36

10M ago9:36

9:36

This episode of 'The Long and Short,' an audio blog by Eurizon SLJ Capital, covers the macroeconomic themes from the past week, particularly focusing on recent data and central bank actions. The discussion, based on Neil Staines' LinkedIn newsletter, explores the anticipated rate cuts by the FOMC and ECB, driven by evolving economic indicators and …

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Markets Brace for the Fed: Volatility and the Path to 2025 11:41

10M ago11:41

11:41

In this episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the week's macroeconomic themes, focusing on recent central bank actions and their implications for developed and emerging markets. Key discussions include rate changes and outlooks from the ECB, RBA, Bank of Canada, and Swiss Nat…

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Asia to Americas: The Data Driving Central Bank Decisions This Week 10:41

10M ago10:41

10:41

In this week's episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss essential macroeconomic themes for professional investors. The discussion includes anticipation around Japan's Bank of Japan meeting, insights into China's economic stimulus impact, analysis of the Reserve Bank of Australia's…

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All Roads Lead to the Fed in the Remainder of 2024? 9:21

10M ago9:21

9:21

In this episode of 'The Long and Short,' Eurizon SLJ Capital delves into significant macroeconomic events and themes from the past week, based on a LinkedIn newsletter by Neil Staines: The nomination of Scott Bessent as US Treasury Secretary signals a potential shift towards fiscal conservatism, challenging expectations of expansive fiscal policy u…

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A huge week for the US, the Fed and Global Markets 7:23

10M ago7:23

7:23

In this episode of 'The Long and Short of the Week Ahead', Matt Jones from Eurizon SLJ Capital discusses major macroeconomic themes and market events to watch with Neil Staines. The discussion covers the impact of geopolitical uncertainties, upcoming PMI data from various regions, labour cash earnings in Japan, and critical U.S. economic data that …

1
Trump Trade Curve-Ball? 8:13

10M ago8:13

8:13

Introducing the ‘Long and Short’, an audio version of the LinkedIn newsletter by Neil Staines of Eurizon SLJ Capital, which discusses macroeconomic themes from the past week and has been produced for Professional Investors. Key topics include the Bank of England's recent rate cut and its updated inflation projections influenced by the UK Budget. Th…

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Post-Election Contrarian Views: Inflation or Disinflation? Dollar Strength or Weakness? 9:13

11M ago9:13

9:13

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the sell-side narrative surrounding Trump's impact on the markets, central bank activities in various countries, and key macroeconomic data to watch in the upcoming week. The discussion also touches on the potential implications of …

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The Intersection of Fiscal Policies, Central Banks, and the US Election 9:38

11M ago9:38

9:38

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, hosts Matt Jones and Neil Staines discuss anticipated macroeconomic trends and key events for the coming week targeted at professional investors. They delve into significant data points such as Eurozone GDP, US ISM services for October and employment reports from New …

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Fiscal Policies and Election Economics: Insights from the UK, US, and Japan 9:29

11M ago9:29

9:29

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the significant macroeconomic events expected next week. They delve into the UK's budget and its potential impact on the macroeconomic environment, predictions for the Japanese election, China PMI data, and European central bank rat…

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UK Budget, Bank of England & Global Macro Volatility 8:20

11M ago8:20

8:20

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the significant macroeconomic events expected in the upcoming week. They analyze strong but potentially unsustainable UK data, the likely dovish reaction from the Bank of England, and the impact of the recent ECB rate cut. They also…

1
UK Growth, China Stimulus, and ECB Expectations 7:48

12M ago7:48

7:48

The episode of 'The Long and Short of the Week Ahead,' hosted by Matt Jones with guest Neil Staines from Eurizon SLJ Capital, explores upcoming macroeconomic themes relevant to professional investors. It focuses on anticipated UK economic data, China's fiscal stimulus, and potential European Central Bank monetary policy changes. Specific attention …

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China, Europe, US, and global geopolitics, all in focus 7:43

12M ago7:43

7:43

In this episode of 'The Long and Short of the Week Ahead,' hosted by Matt Jones and Neil Staines from Eurizon SLJ Capital, the focus is on key macroeconomic themes for the coming week tailored for professional investors. Key topics include China's stimulus impact on Asian equities, commodity prices, and regional growth expectations, with particular…

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China's Stimulus, European Data, and US Employment Data 8:07

12M ago8:07

8:07

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss significant macroeconomic events and their implications. They examine China's recent economic support measures, their potential impact on global growth, and the expected repercussions in European markets. The episode also covers pre…

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Fed's Recalibration: Impacts on Markets and Global Economy 8:31

1y ago8:31

8:31

In this episode of 'The Long and Short of the Week Ahead,' hosted by Matt Jones from Eurizon SLJ Capital, Senior Portfolio Manager Neil Staines discusses the recent surprising 50 basis point rate cut by the Fed and its muted market reaction. The conversation outlines the Fed's confidence in addressing inflation and employment risks through rate rec…