Join Matt and his guest in the final podcast of 2023 as they reflect on the year's last stretch and promise an impactful conclusion. The hosts discuss the shocking realization of being at the podcast's year-end, setting the stage for a dynamic and insightful episode.Neil Staines, Senior Portfolio Manager,  outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 24th November 2023.  Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to [email protected] more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.

The Long & Short of the Week Ahead: Key Market AnalysisIn this production by Eurizon SLJ Capital, Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager, discuss the macro-economic themes for the week ahead relevant to professional investors. Key highlights include November's European inflation trends, data and policy trends for December, with focused attention on Europe, Asia, and the U.S. They discuss the rate repricing in Europe, Asian markets' reaction to the Resilient Banking Authority's action, and the importance of U.S. rate markets. They continue their attention to job creation trends, labor supply improvements, and potential shifts in the unemployment rate. The discussion concludes with anticipations for the next week's developments, with each region possessing unique risks and opportunities.00:05 Introduction and Welcome 00:35 Review of the Previous Week 01:22 Focus on Europe: Economic Trends and Predictions 02:19 Asia's Economic Outlook: Central Bank Actions and Market Trends 03:13 US Market Focus: Fed Chair Speech and Job Market Analysis 04:27 Weekend Sports Highlights 05:07 Closing Remarks and Future OutlookNeil Staines, Senior Portfolio Manager,  outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 24th November 2023.  Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to [email protected] more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.

The Long & Short of the Week Ahead: Tracking Global Macroeconomic Trends and DataIn this episode of 'The Long & Short of the Week Ahead', Matt Jones and Neil Staines from Eurizon SLJ Capital discuss the key macroeconomic themes for the upcoming week. They talk about the expected release of U.S. Q3 GDP revision, PCE print for November, ISM manufacturing report, Black Friday, and Cyber Monday sales data, German consumer confidence and China's PMI data for November, and remarks from central bank governors. With markets focused on central bank reaction functions, these speeches and data points will form an important portion of the global economic outlook.  00:05 Introduction and Welcome 00:26 Overview of the Week Ahead 01:21 Focus on U.S. Data 02:09 Global Growth Data Insights 02:48 Central Bank Governors' Commentary 03:41 Weekend Sports Highlights 04:20 Closing Remarks and Farewell 04:41 Disclaimer and Legal InformationNeil Staines, Senior Portfolio Manager,  outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 24th November 2023.  Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to [email protected] more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.

Neil Staines, Senior Portfolio Manager,  outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 17th November 2023.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to [email protected] more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.

Neil Staines, Senior Portfolio Manager,  outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 10th November 2023.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to [email protected] more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.

Neil Staines, Senior Portfolio Manager,  outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 3rd November 2023. Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to [email protected] more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.

Neil Staines, Senior Portfolio Manager,  outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 27th October 2023.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to [email protected] more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.

Neil Staines, Senior Portfolio Manager,  outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 20th October 2023.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to [email protected] more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.

Neil Staines, Senior Portfolio Manager,  outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 13th October 2023. Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to [email protected] more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.

Neil Staines, Senior Portfolio Manager,  outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 29th September 2023.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to [email protected] more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.