Eurizon SLJ Capital

Westminster to Washington: Rates, Rules, and Reciprocal Tariffs

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 US fiscal consolidation, Europe’s fiscal expansion, and anticipated rate changes by central banks. Key data releases from Japan, China, Australia, and major US economic indicators are highlighted. 

00:00 Introduction and Overview
00:35 UK Economic Highlights
01:14 Global Fiscal and Monetary Policies
02:50 Upcoming Global Economic Data
04:19 US Economic Focus
05:52 Closing Remarks

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