
Eurizon SLJ Capital
Providing first-hand emerging and developed market insights with a global context of how the world views these markets.
Episodes
184 episodes
Balancing Act: Germany's Stimulus Measures and US Fiscal Consolidation
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. ...
•
8:28

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

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

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

Tariffs, Geopolitics and Bank of England expectations
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 e...
•
10:01

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

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

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

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

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

Global Markets: Waiting for Change?
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 ...
•
10:52

Global Macro at a Crossroads: From US Inflation to Japan's Big Decision
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 discu...
•
Season 2025
•
Episode 2
•
9:08

Bond Markets: Between Vigilance and Neglect?
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 ...
•
10:57

Balancing Act: Fiscal Policies, Global Growth, and Market Reactions
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...
•
Season 2025
•
Episode 1
•
9:30

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

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

Markets Brace for the Fed: Volatility and the Path to 2025
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 m...
•
Season 2024
•
Episode 41
•
11:41

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

Asia to Americas: The Data Driving Central Bank Decisions This Week
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 ...
•
Season 2024
•
Episode 40
•
10:41

A huge week for the US, the Fed and Global Markets
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, up...
•
Season 2024
•
Episode 39
•
7:23

Trump Trade Curve-Ball?
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 t...
•
8:13
.png)
Post-Election Contrarian Views: Inflation or Disinflation? Dollar Strength or Weakness?
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 macro...
•
Season 2024
•
Episode 38
•
9:13

The Intersection of Fiscal Policies, Central Banks, and the US Election
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 ...
•
Season 2024
•
Episode 37
•
9:38

Fiscal Policies and Election Economics: Insights from the UK, US, and Japan
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 macro...
•
Season 2024
•
Episode 36
•
9:29

UK Budget, Bank of England & Global Macro Volatility
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,...
•
Season 2024
•
Episode 35
•
8:20
