Central Banks, Ballots, and Inflation

Eurizon SLJ Capital

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

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