Macroeconomic Themes and Central Bank Decisions

Eurizon SLJ Capital

The Long and Short of the Week Ahead: Macroeconomic Themes and Central Bank Decisions

In this podcast by Eurizon SLJ Capital, Matt Jones and guest Neil Staines discuss the evolving central bank scenario, where policy remains restrictive and inflation falls. They delve into themes like the current global macro debates, including seasonal anomalies and whether there's been an upward shift in R star (natural rate of interest). The dialogues cover monetary transmission issues in the U.S and the data expected in the week ahead, including leading indicators from Germany and the U.S. The effect of these data releases on the economic debates are also dissected. Staines also underlines the significance of the U.K's weekly data in shaping the Monetary Policy Committee's future decisions. The discussion wraps up by spotlighting the upcoming sports events in both U.K and U.S, and by extending wishes to Chinese listeners for the New Year.

00:05 Introduction and Welcome

00:28 Central Bank Decisions and Communications

01:23 Current Macroeconomic Debates

02:44 Upcoming Data and its Impact

03:57 Focus on the UK Economy

05:18 Celebrating Chinese New Year

05:50 Weekend Sports Highlights

06:43 Closing Remarks and Farewell

07:08 Disclaimer and Legal Information

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.