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.Chapters00:00 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 DisclosuresThe 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.

<description>&lt;p&gt;Matt Jones and Neil Staines preview a holiday-shortened week shaped by geopolitics, energy risks, and shifting central bank reaction functions.&lt;/p&gt;&lt;p&gt;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.&lt;/p&gt;&lt;p&gt;Chapters&lt;/p&gt;&lt;p&gt;00:00 Show Intro&lt;br/&gt; 00:29 UK and RBA Outlook&lt;br/&gt; 02:42 Global Data Watch&lt;br/&gt; 04:31 US Markets and Geopolitics&lt;br/&gt; 06:07 Long Weekend Sports Picks&lt;br/&gt; 06:48 Long and Short Trades&lt;br/&gt; 07:19 Wrap-Up and Disclosures&lt;/p&gt;&lt;p&gt;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. &lt;/p&gt;</description>

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 capab...

Central Banks Face the Growth Test

Matt 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 UK political volatility, its impact on the UK yield curve, and the implications of high debt, elevated deficits, and limited fiscal headroom. Neil also looks at why stronger recent growth data may need to be treated with caution, as seasonality, higher oil prices, and rising yields create a more complicated backdrop for Q2 and Q3.Globally, attention turns to whether the Trump-Xi meeting represents genuine progress or simply a stabilisation of relations. Neil discusses the market reaction to comments on the Strait of Hormuz, the potential implications for oil and yields, and the data points to watch across China, Australia, Japan, and emerging markets.In the US, hotter CPI and PPI data, resilient activity, and growing market divergence keep the focus on the FOMC minutes, NVIDIA earnings, and developments around Iran.Finally, Matt and Neil look ahead to a packed sporting weekend, including football, golf, and the Women’s Six Nations Grand Slam decider.Chapters00:00 Show intro  00:29 UK politics and data  02:11 Global macro watchlist  04:22 US inflation and the Fed  06:09 Weekend sports picks  06:49 Long and short calls  07:23 Wrap-up and disclosuresThe 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.

<description>&lt;p&gt;Matt Jones is joined by Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, to discuss the macro themes shaping the week ahead.&lt;/p&gt;&lt;p&gt;This week’s episode focuses on rising UK political volatility, its impact on the UK yield curve, and the implications of high debt, elevated deficits, and limited fiscal headroom. Neil also looks at why stronger recent growth data may need to be treated with caution, as seasonality, higher oil prices, and rising yields create a more complicated backdrop for Q2 and Q3.&lt;/p&gt;&lt;p&gt;Globally, attention turns to whether the Trump-Xi meeting represents genuine progress or simply a stabilisation of relations. Neil discusses the market reaction to comments on the Strait of Hormuz, the potential implications for oil and yields, and the data points to watch across China, Australia, Japan, and emerging markets.&lt;/p&gt;&lt;p&gt;In the US, hotter CPI and PPI data, resilient activity, and growing market divergence keep the focus on the FOMC minutes, NVIDIA earnings, and developments around Iran.&lt;/p&gt;&lt;p&gt;Finally, Matt and Neil look ahead to a packed sporting weekend, including football, golf, and the Women’s Six Nations Grand Slam decider.&lt;/p&gt;&lt;p&gt;Chapters&lt;/p&gt;&lt;p&gt;00:00 Show intro&lt;br/&gt; 00:29 UK politics and data&lt;br/&gt; 02:11 Global macro watchlist&lt;br/&gt; 04:22 US inflation and the Fed&lt;br/&gt; 06:09 Weekend sports picks&lt;br/&gt; 06:49 Long and short calls&lt;br/&gt; 07:23 Wrap-up and disclosures&lt;/p&gt;&lt;p&gt;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. &lt;/p&gt;</description>

Matt 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 UK political volatility, its impact on the UK yield curve, and the implications of high debt, elevated deficits, and limited fiscal headroom. Neil also looks at why stronger recent growth data may need to be treated with caution, as seasonality, higher oil prices, and rising yields create a more complicated backdrop fo...

Political Volatility, Higher Yields, and the Global Growth Test

Matt 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 week’s conversation covers UK political volatility following the local elections, the fiscal implications for gilt markets, and the outlook for UK assets as markets await Q1 GDP. Neil explains why Eurizon SLJ remains less optimistic than the market on UK growth, and why Bank of England rate cuts in 2026 may remain on the table.The discussion also turns to the global macro backdrop, where a potential US-Iran off-ramp has helped reduce the energy risk premium and supported market sentiment. However, Neil highlights a widening pattern of regional and sectoral differentiation, with Korea, Taiwan and the US benefiting from the AI semiconductor and memory CapEx cycle, while Europe remains more exposed to the energy shock.Looking ahead, key data and events include Eurozone sentiment indicators, Australia confidence data after the RBA’s latest rate hike, China CPI and PPI, the Trump-Xi meeting, and a major week of US data including payrolls, CPI, retail sales and Empire Manufacturing.Neil also shares his long and short calls for the week: long the hope of a possible reopening of the Strait of Hormuz, and short the hope of a near-term UK economic recovery.For professional investors only.Chapter markers00:00 Welcome and introductions  00:29 UK politics and gilt market implications  01:17 The oil shock, UK GDP and Bank of England policy  02:20 Global markets and the return of differentiation  03:18 Eurozone, Australia and China watchlist  04:33 US data, inflation and Fed focus  06:18 Weekend sports watchlist  07:15 Long and short calls  07:40 Wrap-up and disclosuresThe 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.

<description>&lt;p&gt;Matt 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.&lt;/p&gt;&lt;p&gt;This week’s conversation covers UK political volatility following the local elections, the fiscal implications for gilt markets, and the outlook for UK assets as markets await Q1 GDP. Neil explains why Eurizon SLJ remains less optimistic than the market on UK growth, and why Bank of England rate cuts in 2026 may remain on the table.&lt;/p&gt;&lt;p&gt;The discussion also turns to the global macro backdrop, where a potential US-Iran off-ramp has helped reduce the energy risk premium and supported market sentiment. However, Neil highlights a widening pattern of regional and sectoral differentiation, with Korea, Taiwan and the US benefiting from the AI semiconductor and memory CapEx cycle, while Europe remains more exposed to the energy shock.&lt;/p&gt;&lt;p&gt;Looking ahead, key data and events include Eurozone sentiment indicators, Australia confidence data after the RBA’s latest rate hike, China CPI and PPI, the Trump-Xi meeting, and a major week of US data including payrolls, CPI, retail sales and Empire Manufacturing.&lt;/p&gt;&lt;p&gt;Neil also shares his long and short calls for the week: long the hope of a possible reopening of the Strait of Hormuz, and short the hope of a near-term UK economic recovery.&lt;/p&gt;&lt;p&gt;For professional investors only.&lt;/p&gt;&lt;p&gt;Chapter markers&lt;/p&gt;&lt;p&gt;00:00 Welcome and introductions&lt;br/&gt; 00:29 UK politics and gilt market implications&lt;br/&gt; 01:17 The oil shock, UK GDP and Bank of England policy&lt;br/&gt; 02:20 Global markets and the return of differentiation&lt;br/&gt; 03:18 Eurozone, Australia and China watchlist&lt;br/&gt; 04:33 US data, inflation and Fed focus&lt;br/&gt; 06:18 Weekend sports watchlist&lt;br/&gt; 07:15 Long and short calls&lt;br/&gt; 07:40 Wrap-up and disclosures&lt;/p&gt;&lt;p&gt;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. &lt;/p&gt;</description>

Matt 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 week’s conversation covers UK political volatility following the local elections, the fiscal implications for gilt markets, and the outlook for UK assets as markets await Q1 GDP. Neil explains why Eurizon SLJ remains less optimistic than the market on UK growth, and why Bank of England rate cuts in 2026 may remain on...

Growth, Inflation and the Global K-Shaped Recovery

Matt 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 oil-price shocks could affect global monetary policy. Neil discusses the Bank of England’s warning that higher oil prices may imply a tighter policy path, the underlying weakness in the UK economy, and the added market uncertainty around local elections.The conversation also covers the Bank of Japan, yen weakness and MOF intervention, the ECB’s rate-hike outlook, and the key US data to watch, including non-farm payrolls, JOLTS, ADP and ISM. With the Fed on hold, oil, inflation risks and demand trends remain central to the policy outlook.To close, Matt and Neil look ahead to the UK bank holiday weekend, including football, the Snooker World Championship, Formula One’s return at the Miami Grand Prix, and Charles Leclerc’s reported golfing masterclass from Rickie Fowler before getting back to a different kind of driving.Key topics: Bank of England, oil prices, ECB, Bank of Japan, Fed, US payrolls, yen intervention, ISM, AI CapEx, Formula One.Chapters: 00:00 Welcome and introductions 00:29 UK week ahead 02:24 Global central banks 04:26 US payroll week 06:30 Bank holiday banter 07:31 Long and short picks 07:57 Wrap-up and disclosuresThe 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.

<description>&lt;p&gt;Matt Jones is joined by Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, to preview the macro themes shaping the week ahead.&lt;/p&gt;&lt;p&gt;This episode focuses on how persistent oil-price shocks could affect global monetary policy. Neil discusses the Bank of England’s warning that higher oil prices may imply a tighter policy path, the underlying weakness in the UK economy, and the added market uncertainty around local elections.&lt;/p&gt;&lt;p&gt;The conversation also covers the Bank of Japan, yen weakness and MOF intervention, the ECB’s rate-hike outlook, and the key US data to watch, including non-farm payrolls, JOLTS, ADP and ISM. With the Fed on hold, oil, inflation risks and demand trends remain central to the policy outlook.&lt;/p&gt;&lt;p&gt;To close, Matt and Neil look ahead to the UK bank holiday weekend, including football, the Snooker World Championship, Formula One’s return at the Miami Grand Prix, and Charles Leclerc’s reported golfing masterclass from Rickie Fowler before getting back to a different kind of driving.&lt;/p&gt;&lt;p&gt;&lt;b&gt;Key topics:&lt;/b&gt; Bank of England, oil prices, ECB, Bank of Japan, Fed, US payrolls, yen intervention, ISM, AI CapEx, Formula One.&lt;/p&gt;&lt;p&gt;&lt;b&gt;Chapters:&lt;/b&gt;&lt;br/&gt; 00:00 Welcome and introductions&lt;br/&gt; 00:29 UK week ahead&lt;br/&gt; 02:24 Global central banks&lt;br/&gt; 04:26 US payroll week&lt;br/&gt; 06:30 Bank holiday banter&lt;br/&gt; 07:31 Long and short picks&lt;br/&gt; 07:57 Wrap-up and disclosures&lt;/p&gt;&lt;p&gt;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. &lt;/p&gt;</description>

Matt 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 oil-price shocks could affect global monetary policy. Neil discusses the Bank of England’s warning that higher oil prices may imply a tighter policy path, the underlying weakness in the UK economy, and the added market uncertainty around local elections. The conversation also covers the Bank of Japan, yen weakness and...

Central Banks Face the Oil Test

This week marks the fifth anniversary of The Long and Short of the Week Ahead.In this milestone episode, Matt Jones is joined by Neil Staines to discuss a busy week for global macro markets, with central banks, inflation, oil prices, and political uncertainty all in focus.Neil looks at the UK after a volatile week for politics and data, assessing what recent inflation, labour market, and retail sales figures could mean for the Bank of England. He then turns to a packed global central bank calendar, including the Bank of Japan, Bank of Canada, ECB, and Fed, where markets will be watching closely for signals on the balance between inflation risks and growth concerns.The discussion also covers the US macro outlook, the final stages of Jerome Powell’s tenure at the Fed, key data releases, major technology earnings, and the wider implications of the oil shock for the global economy.Finally, Matt and Neil look ahead to the weekend, including the London Marathon, the Women’s Six Nations, the Premier League relegation battle, and this week’s long and short.Key topics covered<ul><li> The fifth anniversary of The Long and Short of the Week Ahead</li><li> UK inflation, retail sales, unemployment, and political volatility </li><li> What to expect from the Bank of England </li><li> Global central bank meetings, including the Bank of Japan, ECB, Bank of Canada, and Fed </li><li> The impact of higher oil prices on inflation and growth </li><li> US consumer confidence, Q1 GDP, and ISM manufacturing </li><li> Major technology earnings from Google, Meta, Microsoft, Qualcomm, and Apple </li><li> The London Marathon, Women’s Six Nations, and Premier League football</li></ul>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.

<description>&lt;p&gt;This week marks the fifth anniversary of &lt;em&gt;The Long and Short of the Week Ahead&lt;/em&gt;.&lt;/p&gt;&lt;p&gt;In this milestone episode, Matt Jones is joined by Neil Staines to discuss a busy week for global macro markets, with central banks, inflation, oil prices, and political uncertainty all in focus.&lt;/p&gt;&lt;p&gt;Neil looks at the UK after a volatile week for politics and data, assessing what recent inflation, labour market, and retail sales figures could mean for the Bank of England. He then turns to a packed global central bank calendar, including the Bank of Japan, Bank of Canada, ECB, and Fed, where markets will be watching closely for signals on the balance between inflation risks and growth concerns.&lt;/p&gt;&lt;p&gt;The discussion also covers the US macro outlook, the final stages of Jerome Powell’s tenure at the Fed, key data releases, major technology earnings, and the wider implications of the oil shock for the global economy.&lt;/p&gt;&lt;p&gt;Finally, Matt and Neil look ahead to the weekend, including the London Marathon, the Women’s Six Nations, the Premier League relegation battle, and this week’s long and short.&lt;/p&gt;&lt;p&gt;Key topics covered&lt;/p&gt;&lt;ul&gt;&lt;li&gt; The fifth anniversary of &lt;em&gt;The Long and Short of the Week Ahead&lt;/em&gt;&lt;/li&gt;&lt;li&gt; UK inflation, retail sales, unemployment, and political volatility &lt;/li&gt;&lt;li&gt; What to expect from the Bank of England &lt;/li&gt;&lt;li&gt; Global central bank meetings, including the Bank of Japan, ECB, Bank of Canada, and Fed &lt;/li&gt;&lt;li&gt; The impact of higher oil prices on inflation and growth &lt;/li&gt;&lt;li&gt; US consumer confidence, Q1 GDP, and ISM manufacturing &lt;/li&gt;&lt;li&gt; Major technology earnings from Google, Meta, Microsoft, Qualcomm, and Apple &lt;/li&gt;&lt;li&gt; The London Marathon, Women’s Six Nations, and Premier League football&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;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. &lt;/p&gt;</description>

This week marks the fifth anniversary of The Long and Short of the Week Ahead. In this milestone episode, Matt Jones is joined by Neil Staines to discuss a busy week for global macro markets, with central banks, inflation, oil prices, and political uncertainty all in focus. Neil looks at the UK after a volatile week for politics and data, assessing what recent inflation, labour market, and retail sales figures could mean for the Bank of England. He then turns to a packed global central bank c...

Five Years On: Central Banks, Oil Shocks, and the Week Ahead

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