Eurizon SLJ Capital
by Eurizon SLJ Capital
Latest episode
US Midterms, Bank of England and Global Fiscal Risks
US Midterms, Bank of England and Global Fiscal Risks
About this podcast
Providing first-hand emerging and developed market insights with a global context of how the world views these markets.
Episodes
The newest 20 of 250 episodes
- US Midterms, Bank of England and Global Fiscal Risks · 9 min · Season 2026 Episode 31US midterm elections, the Bank of England’s next interest rate decision and global fiscal pressures dominate the week ahead. Host Matt Jones, Head of Distribution at Eurizon SLJ…
- UK Budget, Fed Decision and Big Tech Earnings · 9 min · Season 2026 Episode 30The UK budget, Federal Reserve decision and big tech earnings headline the week ahead for global markets. Host Matt Jones, Head of Distribution at Eurizon SLJ Capital, is joined…
- Rising Bond Yields, Credit Pressures and Global Growth · 7 min · Season 2026 Episode 29Rising bond yields are raising questions about global growth and corporate funding conditions. Matt Jones and Neil Staines preview the week ahead for professional investors, with…
- Oil, Inflation and the Global Growth Outlook · 9 min · Season 2026 Episode 28Oil, Inflation and the Global Growth Outlook Higher oil prices, rising bond yields and fiscal pressures are complicating the global growth outlook. Matt Jones and Neil Staines…
- Rising Bond Yields, European Credit Risk and the Fed Outlook · 8 min · Season 2026 Episode 27Rising bond yields and widening European credit spreads are sharpening the focus on fiscal pressures and interest rates. Matt Jones and Neil Staines assess the implications for…
- Oil Prices, Rising Yields and US Payrolls · 9 min · Season 2026 Episode 26Rising oil prices and bond yields are bringing the balance between inflation and growth into sharper focus. In this week’s episode of The Long and Short of the Week Ahead, Matt…
- Oil, Central Banks and the Global Policy Outlook · 9 minOil prices, inflation risks and a more hawkish global policy backdrop are reshaping the outlook for central banks and financial conditions. Matt Jones and Neil Staines discuss…
- Energy, Inflation and a Crucial Week for Global Central Banks · 9 min · Season 2026 Episode 27Energy prices are reshaping the global inflation and interest-rate outlook, with oil and natural gas feeding through to bond markets and central-bank expectations. Matt Jones and…
- Global Yields, UK Fiscal Risk and the Fed Outlook · 9 min · Season 2026 Episode 26Global yield curves remain at the centre of the macro debate as markets weigh higher energy prices, fiscal pressures and the outlook for central bank policy. Matt Jones and Neil…
- Payrolls, UK Fiscal Uncertainty and the Global Policy Outlook · 8 min · Season 2026 Episode 25US payrolls take centre stage as markets turn from Federal Reserve policy back to the data, while UK fiscal uncertainty and global inflation developments shape the wider macro…
- UK Fiscal Risks, Global Yields and the Fed at Jackson Hole · 8 min · Season 2026 Episode 24Matt 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…
- UK Reset, ECB Signals and the AI Earnings Test · 9 min · Season 2026 Episode 23Matt 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…
- UK Leadership, European Deficits and the US Inflation Test · 9 min · Season 2026 Episode 22Matt 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…
- Lower Oil, Softer Inflation and Shifting Rate Expectations · 9 min · Season 2026 Episode 21Falling 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…
- From Makerfield to Hormuz: Markets Watch the Risks · 10 min · Season 2026 Episode 20Matt 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…
- Week Ahead: UK CPI, Global Central Banks and the First FOMC Under Kevin Warsh · 9 min · Season 2026 Episode 19Matt Jones and Neil Staines preview a busy macro week, led by the UK, where markets face a heavy run of data, a Bank of England decision, and a politically sensitive by-election…
- Central Banks Face the Growth Test · 9 min · Season 2026 Episode 18Matt 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…
- Political Volatility, Higher Yields, and the Global Growth Test · 8 min · Season 2026 Episode 17Matt Jones is joined by Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, to discuss the macro themes shaping the week ahead. This week’s episode focuses on rising…
- Growth, Inflation and the Global K-Shaped Recovery · 9 min · Season 2026 Episode 16Matt Jones is joined by Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, to discuss the macroeconomic themes shaping the week ahead for professional investors. This…
- Central Banks Face the Oil Test · 9 min · Season 2026 Episode 15Matt Jones is joined by Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, to preview the macro themes shaping the week ahead. This episode focuses on how persistent…
