Eurizon SLJ Capital
Eurizon SLJ Capital
Latest Episodes
Lower Oil, Softer Inflation and Shifting Rate Expectations
Falling oil prices are beginning to reshape the outlook for inflation, monetary policy and global interest rates.Matt Jones and Neil Staines assess the macroeconomic themes likely to drive markets in the week ahead, including continued U...
From Makerfield to Hormuz: Markets Watch the Risks
Matt Jones is joined by Neil Staines to review a busy week for macro markets and look ahead to the key themes investors will be watching next.In the UK, softer CPI and PPI, firmer employment data, and stronger retail sales added to a mor...
Week Ahead: UK CPI, Global Central Banks and the First FOMC Under Kevin Warsh
Matt Jones and Neil Staines preview a busy macro week, led by the UK, where markets face a heavy run of data, a Bank of England decision, and a politically sensitive by-election.In the UK, they discuss the backdrop after a negative April...
Central Banks Face the Growth Test
Matt Jones and Neil Staines preview a holiday-shortened week shaped by geopolitics, energy risks, and shifting central bank reaction functions.In the UK, weaker labour, inflation, retail sales, and PMI data have pushed growth fragility b...
Political Volatility, Higher Yields, and the Global Growth Test
Matt Jones is joined by Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, to discuss the macro themes shaping the week ahead.This week’s episode focuses on rising UK political volatility, its impact on the UK yield curve, an...
