• Central Banks, Ballots, and Inflation

  • May 24 2024
  • Length: 9 mins
  • Podcast

Central Banks, Ballots, and Inflation

  • Summary

  • In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution at Eurizon SLJ Capital, and Neil Staines, Senior Portfolio Manager, discuss critical macroeconomic themes affecting UK, US, and European markets. Key topics include the UK's CPI print, political announcements, and implications for rate cuts; the US Fed minutes and economic data expectations; and the European macroeconomic outlook with a focus on the German IFO and Eurozone CPI. They also touch upon upcoming Bank of England and ECB decisions.

    00:00 Introduction to the Week Ahead
    00:32 Focus on the UK: Economic and Political Updates
    03:04 The US Macroeconomic Landscape and Market Reactions
    05:15 European Economic Outlook: Germany and the Eurozone
    08:05 Closing Remarks and Future Insights

    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.

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