Eurizon SLJ Capital
Eurizon SLJ Capital
Latest Episodes
Energy, Inflation and a Crucial Week for Global Central Banks
Energy prices are reshaping the global inflation and interest-rate outlook, with oil and natural gas feeding through to bond markets and central-bank expectations.Matt Jones and Neil Staines discuss the week ahead, beginning in the UK, w...
Global Yields, UK Fiscal Risk and the Fed Outlook
Global yield curves remain at the centre of the macro debate as markets weigh higher energy prices, fiscal pressures and the outlook for central bank policy.Matt Jones and Neil Staines discuss recent bond-market selling, the ECB’s expect...
Payrolls, UK Fiscal Uncertainty and the Global Policy Outlook
US payrolls take centre stage as markets turn from Federal Reserve policy back to the data, while UK fiscal uncertainty and global inflation developments shape the wider macro outlook.Matt Jones and Neil Staines preview the week ahead fo...
UK Fiscal Risks, Global Yields and the Fed at Jackson Hole
Matt Jones and Neil Staines discuss a global macro backdrop shaped by UK fiscal uncertainty, renewed inflation concerns, rising long-end bond yields and the policy signals investors will be watching at Jackson Hole.In the UK, a higher in...
UK Reset, ECB Signals and the AI Earnings Test
Matt Jones and Neil Staines look ahead to a week shaped by UK political change, major economic releases, the ECB meeting and US earnings.As Andy Burnham becomes Labour leader and Prime Minister, markets will assess his cabinet appointmen...
