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 back into focus, while the RBA signals a pause and the ECB faces a more acute policy dilemma. Neil also looks ahead to key data from Europe, Japan, and the US, including core PCE, revised Q1 GDP, and consumer confidence, with Strait of Hormuz risks still capable of driving oil and broader market volatility.

Chapters

00:00 Show Intro
 00:29 UK and RBA Outlook
 02:42 Global Data Watch
 04:31 US Markets and Geopolitics
 06:07 Long Weekend Sports Picks
 06:48 Long and Short Trades
 07:19 Wrap-Up and Disclosures

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