Matt Jones (Eurizon SLJ Capital) is joined by Senior Portfolio Manager Neil Staines to map the week ahead across rates, data, and event risk. They unpack the Bank of England’s latest signals, the key UK releases to watch, ECB messaging and the role of FX, and a global run of inflation prints including China. In the US, attention turns to the rescheduled non-farm payrolls and CPI, with potential implications for the Fed’s reaction function. They finish with a quick weekend sports preview.

In this episode

• UK: Bank of England signals and what matters next in UK data (Q4 GDP, industrial production, trade)
• Europe: ECB messaging, FX focus, and Eurozone GDP
• Global: China CPI/PPI and inflation readings across key emerging markets
• US: delayed non-farm payrolls and CPI, and what they could mean for policy expectations
• Weekend watch: football, F1 testing, T20 World Cup, and Six Nations rugby

Chapters
00:00 Introduction and Welcome
00:27 Bank of England’s Recent Developments
02:35 Global Economic Highlights
04:49 US Economic Updates
06:30 Weekend Sports Preview
07:43 Conclusion and Sign-off

About the show
The Long and Short of the Week Ahead is a weekly macro podcast from Eurizon SLJ Capital, designed for professional investors.

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.