In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the dominant macroeconomic themes and key financial market data for the upcoming week. They highlight the crucial updates in the US, including the ISM surveys and key employment statistics, such as non-farm payrolls. The discussion covers the ECB forum in Sintra, Portugal, where the world's central bankers will meet to discuss monetary policies. Key figures like ECB's Lagarde, the Fed's Powell, and Bank of England's Bailey will be closely monitored for their insights. The episode also touches on the likely impact of geopolitical events, US fiscal policies, and global trade negotiations. As the weekend approaches, notable sporting events such as Wimbledon, the FIFA Club World Cup, and the British and Irish Lions rugby tour are mentioned. Neil wraps up with a lighthearted take on personal plans for the weekend.

00:00 Introduction and Overview
00:41 Key US Economic Data to Watch
02:47 Global Central Bankers' Meeting in Sintra
04:44 Geopolitical and Fiscal Developments
06:17 Weekend Sports and Events
07:43 Conclusion and Final Thoughts

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 upcoming week's macroeconomic themes with a focus on the UK and global financial markets. They highlight the economic challenges facing the UK, including job losses and weak GDP prints, and anticipate potential monetary policy actions from central banks like the Bank of England, Swiss National Bank, and the Fed. The episode also touches on significant global data releases from Japan, China, Germany, and Australia, and reflects on the pressures and expectations surrounding US monetary policy. Additionally, Matt and Neil share their sports highlights for the weekend.

00:00 Introduction and Overview
00:41 Focus on the UK Economy
02:58 Global Central Banks' Announcements
05:08 US Monetary Policy and the Fed
07:02 Weekend Sports Highlights
07:54 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' from Eurizon SLJ Capital, Matt Jones and Senior Portfolio Manager Neil Staines discuss anticipated macroeconomic themes. Key topics include the upcoming US employment report, the volatile financial markets sparked by the Trump-Musk confrontation, and ongoing trade negotiations involving the US, Japan, and India. They also delve into significant decisions by the European Central Bank (ECB), expected data points from the UK, and the current political backdrop in Poland. Additionally, the show ends on a lighter note discussing weekend sports and personal long and short positions.

00:00 Introduction and Welcome
00:29 US Economic Outlook and Key Events
03:10 European Central Bank Decisions and Implications
05:38 UK Economic Indicators and Projections
08:23 Closing Remarks and Disclaimers

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 discuss the flat trends in the dollar, bonds, and equities markets. They highlight key upcoming macroeconomic data that may clarify global economic trajectories, including PMI data from China and Eurozone's CPI and retail sales figures. The discussion also covers the anticipated ECB policy decisions and the crucial US economic data releases. The insights provided are directed at professional investors, highlighting the importance of the forthcoming data in influencing market sentiment and economic outlooks.

00:00 Market Overview and Introduction
00:43 Global Macro Data Insights
02:42 ECB Policy Expectations
04:24 US Economic Data Highlights
07:48 Conclusion and Disclaimers

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 and Neil Staines from Eurizon SLJ Capital discuss the major macroeconomic themes for the upcoming week. Key highlights include insights into global fiscal and trade policies, a busy data schedule from Europe, Japan, and the US, and significant central bank meetings worldwide. They also cover upcoming financial reports and consumer confidence data. The discussion emphasises the importance of these factors for professional investors, focusing on market expectations and potential impacts.

00:00 Introduction and Overview
00:56 Eurozone Economic Indicators
02:04 Global Trade and Market Focus
02:30 Central Banks and Monetary Policy
03:48 US Economic Outlook
06:59 Closing Remarks and Disclaimers

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 for Eurizon SLJ Capital, is joined by Neil Staines, Senior Portfolio Manager. They delve into recent and upcoming macroeconomic data, including key trade deals and economic indicators from the UK, as well as global data from China, Australia, the Eurozone, and Japan. The episode is intended for professional investors and provides insightful analysis of the economic landscape for the week ahead.

Key points:

• UK resilience meets looming headwinds – Strong Q1 GDP and firm wage growth contrast with impending tax hikes and still-tight monetary policy.
• Global data deluge – From China’s April activity suite to Japan’s CPI, markets will parse each print for evidence of tariff fallout and policy divergence.
• U.S. fiscal questions – With little hard data due, Fed speakers and Capitol-Hill fiscal manoeuvring will steer sentiment.

00:00 Introduction and Overview
00:37 UK Economic Outlook
02:47 Global Economic Insights
04:17 US Economic and Political Focus
07:24 Conclusion and Disclaimers

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 anticipated macroeconomic events for the upcoming week, primarily focusing on the US. Topics include mixed economic signals from the UK, cooling tariff rhetoric globally, and significant upcoming US data and earnings reports. There is also a brief insight into upcoming global economic indicators, such as European inflation and German GDP. This episode provides valuable insights for professional investors navigating the current economic landscape.

00:00 Introduction and Overview
00:37 UK Economic Outlook
02:57 Global Economic Insights
05:57 US Economic Focus
10:44 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,' hosted by Matt Jones and joined by Neil Staines from Eurizon SLJ Capital, key macroeconomic themes and forecasts for the upcoming week are discussed. Topics covered include the UK's economic outlook with upcoming employment and CPI reports, the global impact of US-China trade tensions, important global economic data releases like Germany's ZEW sentiment index, China's GDP data, and Japan's CPI. Additionally, insights into the Bank of Canada and ECB's upcoming actions and their implications on global financial markets are provided.

00:00 Introduction and Overview
00:41 Focus on the UK Economy
02:16 Global Economic Outlook
04:59 US Economic Focus
07:13 Conclusion and Disclaimers

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.