In this episode of The Long and Short of the Week Ahead podcast by Eurizon SLJ Capital, host Matt Jones speaks with Senior Portfolio Manager Neil Staines about the global macroeconomic outlook for 2026 and the key market drivers shaping the year ahead. The discussion explores expectations for continued disinflation following 2025, the Federal Reserve’s policy outlook and interest rate expectations, and the implications for global markets. Neil outlines why this environment may remain broadly...
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In this episode of The Long and Short of the Week Ahead podcast by Eurizon SLJ Capital, host Matt Jones speaks with Senior Portfolio Manager Neil Staines about the global macroeconomic outlook for 2026 and the key market drivers shaping the year ahead. The discussion explores expectations for continued disinflation following 2025, the Federal Reserve’s policy outlook and interest rate expectations, and the implications for global markets. Neil outlines why this environment may remain broadly...
2026 Begins with Inflation, the Fed, and the Labour Market
Eurizon SLJ Capital
9 minutes
3 days ago
2026 Begins with Inflation, the Fed, and the Labour Market
In this episode of The Long and Short of the Week Ahead podcast by Eurizon SLJ Capital, host Matt Jones speaks with Senior Portfolio Manager Neil Staines about the global macroeconomic outlook for 2026 and the key market drivers shaping the year ahead. The discussion explores expectations for continued disinflation following 2025, the Federal Reserve’s policy outlook and interest rate expectations, and the implications for global markets. Neil outlines why this environment may remain broadly...
Eurizon SLJ Capital
In this episode of The Long and Short of the Week Ahead podcast by Eurizon SLJ Capital, host Matt Jones speaks with Senior Portfolio Manager Neil Staines about the global macroeconomic outlook for 2026 and the key market drivers shaping the year ahead. The discussion explores expectations for continued disinflation following 2025, the Federal Reserve’s policy outlook and interest rate expectations, and the implications for global markets. Neil outlines why this environment may remain broadly...
