In this episode of 'The Long and Short of the Week Ahead,' Matt Jones from Eurizon SLJ Capital and Neil Staines discuss the implications of Japan's LDP leadership election and the forthcoming economic data, including the quarterly Tankan survey and BoJ rate decision. The episode also explores key global economic events, focusing on German fiscal policy, European investor confidence, and inflation measures in Australia and New Zealand. The US economic outlook is highlighted amidst the ongoing government shutdown, with a focus on employment data and upcoming FOMC minutes. Entertainment and sports events for the weekend, including Premier League football and the Singapore Grand Prix, are also covered.

00:00 Introduction and Welcome
00:28 Japan's Economic Outlook and Political Changes
02:15 Global Economic Data and Events
03:56 US Economic Concerns Amid Government Shutdown
05:44 Weekend Sports Highlights
06:45 Conclusion and Closing Remarks

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. It has not been prepared in accordance with legal and regulatory requirements designed to promote the independence of investment research and is not subject to any prohibition on dealing ahead of the dissemination of investment research. It does not constitute research on investment matters and should not be construed as containing any recommendation, advice or suggestion, implicit or explicit, for any investment strategy or financial instruments, the issuers of any financial instruments, or a solicitation, offer or financial promotion relating to any securities or investments. ESLJ and its affiliates do not assume any liability whatsoever for the contents of this podcast and do not make any representation or warranty as to the accuracy or completeness of any information contained in this communication.

In this episode, Matt Jones and Neil Staines from Eurizon SLJ Capital discuss the significant macroeconomic themes for the upcoming week, focusing on major data releases and political events in Japan, global data from China, Australia, Switzerland, the Eurozone, and significant economic activities in the US, including the payroll data. They also touch upon the potential impact of these events on global markets. The episode concludes with an overview of key sports events, including cricket, rugby, football, golf, and Formula 1, offering a comprehensive guide for professional investors for the week ahead.

00:00 Introduction and Overview
00:40 Focus on Japan: Key Data and Political Events
01:49 Global Market Highlights: Key Data Releases
03:34 US Market Focus: Payroll Week and Key Events
04:53 Weekend Sports and Events
06:07 Conclusion and Closing Remarks

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. It has not been prepared in accordance with legal and regulatory requirements designed to promote the independence of investment research and is not subject to any prohibition on dealing ahead of the dissemination of investment research. It does not constitute research on investment matters and should not be construed as containing any recommendation, advice or suggestion, implicit or explicit, for any investment strategy or financial instruments, the issuers of any financial instruments, or a solicitation, offer or financial promotion relating to any securities or investments. ESLJ and its affiliates do not assume any liability whatsoever for the contents of this podcast and do not make any representation or warranty as to the accuracy or completeness of any information contained in this communication.

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss key macroeconomic themes and monetary policy developments for professional investors. They analyse recent rate cuts by the Fed and other central banks, emphasising the implications for market trends and economic forecasts. The conversation also covers upcoming monetary policy decisions, expected data releases, and potential geopolitical influences, like the impact of Trump-Xi tariff discussions. The episode concludes with highlights of upcoming sporting events and personal predictions for the week.

00:00 Introduction and Welcome
00:28 Central Banks' Recent Actions
02:20 Global Monetary Policy Overview
02:46 Upcoming Economic Data and Events
04:12 US Economic Focus
05:36 Weekend Sports Highlights
06:38 Closing Remarks

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. It has not been prepared in accordance with legal and regulatory requirements designed to promote the independence of investment research and is not subject to any prohibition on dealing ahead of the dissemination of investment research. It does not constitute research on investment matters and should not be construed as containing any recommendation, advice or suggestion, implicit or explicit, for any investment strategy or financial instruments, the issuers of any financial instruments, or a solicitation, offer or financial promotion relating to any securities or investments. ESLJ and its affiliates do not assume any liability whatsoever for the contents of this podcast and do not make any representation or warranty as to the accuracy or completeness of any information contained in this communication.