UK Data, ECB Meeting, and US Market Trends

Eurizon SLJ Capital

In this episode of 'The Long and Short of the Week Ahead', Matt Jones, Head of Distribution for Eurizon SLJ Capital, and Neil Staines, Senior Portfolio Manager, discuss the macroeconomic themes for the upcoming week, focusing on the UK's market outlook, the aftermath of the ECB meeting, and key U.S. data releases. They analyze the impact of recent UK's fiscal adjustments, the Bank of England and ECB's policy trajectories on inflation, growth expectations, and the potential for rate cuts. The discussion extends to the U.S. market's anticipation for CPI data, retail sales, and the Federal Reserve's policy direction.
00:00 Introduction and Welcome
00:30 UK's Economic Outlook
01:46 ECB Meeting and Market Reactions
03:55 US Market Guidance and Data
05:24 Weekend Sports Preview
06:20 Closing Remarks
06:46 Disclaimer and Final Notes

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.