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...
In this episode of 'The Long and Short of the Week Ahead', Matt Jones of Eurizon SLJ Capital is joined by Neil Staines to discuss upcoming macroeconomic themes for professional investors. They examine important UK economic data releases post-party conference season, including employment reports and the monthly GDP report. Globally, they highlight key data points from China, Europe, Australia, and emerging markets. The episode also addresses potential impacts of the US federal shutdown on data...
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...
