Central Banks, Inflation Data, and the Global Rate Outlook

In this episode of The Long and Short of the Week Ahead, Matt Jones is joined by Neil Staines to discuss the latest inflation data, central bank signals, and what they mean for the global rate outlook in 2026.

The conversation covers the UK macro backdrop, key global inflation prints, and why upcoming data will be critical for the Fed, the Bank of England, and other major central banks as markets reassess rate expectations.

Key topics discussed include:

• How weak demand and political dynamics are shaping the UK outlook and Bank of England expectations
• Why global inflation prints and domestic demand data matter for policy decisions in Australia, Europe, and emerging markets
• What US inflation, GDP momentum, and Fed communication mean for rate cut pricing and global macro sentiment

With inflation data, earnings season, and central bank speakers all in focus, this episode outlines the macro signals investors should be watching closely in the week ahead.

Recorded for professional investors.

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives. It has not been prepared in accordance with legal and regulatory requirements designed to promote the independence of investment research and is not subject to any prohibition on dealing ahead of the dissemination of investment research. It does not constitute research on investment matters and should not be construed as containing any recommendation, advice or suggestion, implicit or explicit, for any investment strategy or financial instruments, the issuers of any financial instruments, or a solicitation, offer or financial promotion relating to any securities or investments. ESLJ and its affiliates do not assume any liability whatsoever for the contents of this podcast and do not make any representation or warranty as to the accuracy or completeness of any information contained in this communication.