In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss key macroeconomic themes and events affecting markets. They review recent central bank activities, including rate changes by the Bank of Japan and Bank of England, along with insights on US Fed policies and economic outlooks. The episode also covers the ongoing Q2 earnings season, emphasizing the importance of AI monetization and demand-driven company performances. Finally, they highlight key upcoming data releases and their potential impact on markets.

00:00 Introduction and Welcome
00:30 Central Banks' Recent Moves
02:52 Q2 Earnings Season Insights
04:19 Focus on the Fed and US Markets
06:49 Conclusion and Closing Remarks

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.

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Senior Portfolio Manager Neil Staines discuss the recent financial market volatility, focusing on the impact of potential rate cuts and AI revenue generation. They preview significant economic events for the upcoming week, including earnings reports from major tech companies, critical meetings of the Bank of England and the Bank of Japan, and key US economic indicators such as the employment cost index and non-farm payrolls. The conversation wraps up with an exciting weekend marked by the start of the Olympic Games in Paris.

00:00 Introduction and Welcome
00:33 Market Volatility and Equity Sentiment
01:48 Upcoming Tech Earnings and Market Outlook
02:02 Bank of England and Bank of Japan Meetings
03:43 US Jobs Data and Economic Indicators
05:38 Conclusion and Closing Remarks

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.

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, discuss the key macroeconomic themes for the upcoming week. They analyze the recent ECB policy meeting and its implications for other developed markets and provide insights on US economic indicators like Q2 GDP and PCE. They also address the recent increase in equity market volatility and forecast upcoming earnings releases from major companies.

00:00 Introduction and Welcome

00:33 ECB Policy Meeting Insights

02:41 US Economic Outlook

04:31 Equity Market Volatility

07:38 Conclusion and Sign-off

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.

In this episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the complex global macroeconomic environment and upcoming key events for professional investors. They analyze factors such as global economic slowdown, US consumer momentum, UK savings rate, central bank policies in Sweden, inflation data in Australia and Canada, and important upcoming data releases from China, Japan, the Eurozone, and the US. Additionally, they cover political impacts from elections in South Africa, Mexico, India, and upcoming elections in the UK and France.

00:00 Introduction and Welcome

00:30 Global Macroeconomic Overview

02:36 Political Developments Impacting Markets

03:55 US Economic Focus

06:08 Conclusion and Closing Remarks

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.

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the current global macroeconomic landscape and key events to watch in the coming week. Topics include the focus on growth and inflation in the U.S., central bank policies in the UK, Switzerland, Norway, and Brazil, and important upcoming political events in Europe.

00:00 Introduction and Welcome
00:30 Global Macroeconomic Overview
01:14 US Economic Data and Fed Policy
03:03 Global Central Bank Meetings Recap
05:31 European Political Landscape
08:29 Conclusion and Closing Remarks

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.

This episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, hosted by Matt Jones, features insights by Senior Portfolio Manager Neil Staines. They discuss the ECB's historic 25 basis point rate cut, its impacts on market sentiment, and the inflation and growth forecasts for 2024. The potential effects on UK and US markets are examined, including key economic indicators like UK's unemployment rate and the upcoming US CPI print. The episode also touches on notable sporting events for the weekend, emphasizing the interconnectedness of global economic trends and professional investment strategies.

00:00 Introduction and Welcome
00:30 ECB Rate Cuts and Market Impact
02:25 UK Economic Outlook and Upcoming Data
03:50 US Labor Market and Fed Expectations
06:59 Conclusion and Closing Remarks

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.

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones of Eurizon SLJ Capital and Neil Staines, Senior Portfolio Manager, discuss key macroeconomic themes and market expectations for the upcoming week. The conversation highlights US stock, bond, and political focus, specifically mentioning tailed auctions, GDP revisions, and the ISM and jobs reports due next week. Global perspectives include elections in South Africa, India, and Mexico, as well as significant economic data from Australia, Switzerland, and China. The podcast also covers the Bank of Canada and ECB meetings, underscoring their potential market impacts.

00:00 Introduction and Welcome
00:30 US Market Focus and Economic Indicators
02:14 Global Political and Economic Outlook
03:59 ECB Meeting and European Economic Projections
06:13 Conclusion and Closing Remarks

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.

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.