Eurizon SLJ Capital
Eurizon SLJ Capital
Latest Episodes
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...
UK Leadership, European Deficits and the US Inflation Test
Matt Jones is joined by Neil Staines to discuss the key macroeconomic and market themes facing professional investors in the week ahead.In the UK, attention turns to the Parliamentary Labour Party’s leadership nomination deadline and the...
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...
