A big week for the US, ECB & Global Economy

Eurizon SLJ Capital

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones of Eurizon SLJ Capital and Neil Staines, Senior Portfolio Manager, discuss key macroeconomic themes and market expectations for the upcoming week. The conversation highlights US stock, bond, and political focus, specifically mentioning tailed auctions, GDP revisions, and the ISM and jobs reports due next week. Global perspectives include elections in South Africa, India, and Mexico, as well as significant economic data from Australia, Switzerland, and China. The podcast also covers the Bank of Canada and ECB meetings, underscoring their potential market impacts.
00:00 Introduction and Welcome
00:30 US Market Focus and Economic Indicators
02:14 Global Political and Economic Outlook
03:59 ECB Meeting and European Economic Projections
06:13 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.