
Macro Pressure Points: UK Wobbles, Japan Shifts, ECB Pauses
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In this week's episode of 'Long and Short of the Week Ahead,' presented by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss key macroeconomic themes affecting the UK and global markets. They review recent UK headline inflation data, the rising unemployment rate, and consumer confidence indicators. Globally, they focus on Japan's political situation and its potential impact on interest rates, as well as upcoming minutes from the Reserve Bank of Australia and the European Central Bank's monetary policies. The episode also touches upon the light data calendar in the US, the intensifying trade negotiations, and an active earnings season.
00:00 Introduction and Welcome
00:28 UK Economic Outlook
02:03 Global Economic Insights
03:41 US Economic Focus
04:42 Upcoming Earnings and Trade Negotiations
05:03 Weekend Sports Highlights
06:24 Conclusion and Sign-off
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.