Providing first-hand emerging and developed market insights with a global context of how the world views these markets.
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Chev talks -SLJ Podcast aka Self Love Journey Podcast is a podcast that focuses on business, social improvements & self-love for individuals. Ranging from topics of business strategies, self-love, and motivation. Sponsored by www.toolegit2quit.com by CEO real estate host Chev Green.
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German elections and Central Bank speeches: Anticipating economic shifts
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10:36In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution for Eurizon SLJ Capital, and Neil Staines, Senior Portfolio Manager, provide a detailed analysis of the upcoming macroeconomic themes and events. The focus begins with the German elections and their potential impact on coalition dynamics, crucial for signifi…
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Tariffs, Geopolitics and Bank of England expectations
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10:01In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the key macroeconomic themes and data to watch in the upcoming week. As the US has a quiet week with President's Day and the end of the earnings season, the focus shifts internationally. Key data includes Japanese Q4 GDP, rate decis…
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Inflation, Trade, and Fiscal Dynamics: The Week Ahead with Eurizon SLJ Capital
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9:30In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital discuss global macroeconomic themes set to shape the upcoming week. They explore the Trump administration's fiscal policies, the impact of tariffs and trade relations with China, and the anticipated data releases, including CPI, PPI, and …
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Global Macro: Many Moving Parts, One Dominant Factor!
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10:01In this edition of The Long & Short, Neil Staines examines how swift US policy shifts contrast with Europe’s slower regulatory pace, shaping economic competitiveness and market sentiment. The US is enacting policy changes rapidly, while Europe remains stuck in slow-moving regulatory debates, which are impacting economic competitiveness and market s…
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Monetary Policy Insights: Key Data and Expectations from the US, Europe, and UK
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9:15In this episode of 'The Long and Short of the Week Ahead,' Matt Jones from Eurizon SLJ Capital is joined by Neil Staines to discuss key macroeconomic themes of the upcoming week. The episode focuses on the Federal Reserve and ECB policies, recent PMI data, and anticipated economic indicators such as the US ISM Manufacturing, JOLTS, ADP, and non-far…
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Tariffs, ECB Moves, and the Fed:What’s Next for Global Markets?
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9:33This episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital features Matt Jones and Neil Staines discussing the key macroeconomic themes and market focuses for the upcoming week. They analyze the impact of recent political events including President Trump's executive actions and the World Economic Forum in Davos, and delve into th…
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US Government Hiring Frozen, But it is Europe that must Let it Go?
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10:26In this episode of 'The Long and Short', an audio blog by Eurizon SLJ Capital, Neil Staines discusses the macroeconomic themes from the past week. Key topics include anticipated interest rate cuts in the UK, the impact of fiscal policies on employment and inflation, the US Presidential Inauguration amidst the World Economic Forum in Davos, the usag…
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In this episode of "The Long & Short," Neil Staines examines how global markets are bracing for shifts in monetary policy, fiscal dynamics, and the evolving trade landscape: Markets are increasingly pricing in a 25 basis point rate hike by the Bank of Japan in January 2025, reflecting a shift in Japan's monetary policy towards normalisation despite…
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Global Macro at a Crossroads: From US Inflation to Japan's Big Decision
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9:08In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines discuss key macroeconomic themes influencing financial markets. They highlight the inauguration of the Trump administration as a major event, alongside discussions on US inflation trends, retail sales, and GDP data. The episode also covers weak economic data from…
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Bond Markets: Between Vigilance and Neglect?
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10:57Welcome to the Long & Short, an audio blog production by Eurizon SLJ Capital that takes a look at the macroeconomic themes of the past week and has been recorded for professional investors. This is an audio version of a LinkedIn newsletter written by Neil Staines, published on the 10th of January 2025. In the first edition of 2025 of "The Long & Sh…
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Balancing Act: Fiscal Policies, Global Growth, and Market Reactions
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9:30In this episode of 'The Long and Short of the Week Ahead,' produced by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the current macroeconomic themes dominated by expectations of policy evolution under Trump 2.0. The episode explores the complex UK macro backdrop, including Gilt market volatility, CPI, GDP, and retail sales forecasts. It…
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In this podcast Chev Green walks with you through 2024, sharing highlights and giving advice. He speaks on his lessons for 2024 and shares them with you in this episode. Closing out 2024 for the listeners in 2025 and beyond. Sponsored by Toolegit2quit.com- Business and Web design agency.
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Slow, Slow, Quick, Quick, Slow? Storytelling and the Fed Foxtrot
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13:50In this episode of 'The Long & Short,' Neil Staines from Eurizon SLJ Capital reviews key macroeconomic developments from the past week for professional investors. Introduction (ECB Policy and Market Reactions): The ECB’s recent 25 basis point rate cut and modest forecast adjustments underscore its cautious approach amid risks from potential U.S. ta…
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Finding Neutral: Fast and Furious or Calm and Collected?
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9:36This episode of 'The Long and Short,' an audio blog by Eurizon SLJ Capital, covers the macroeconomic themes from the past week, particularly focusing on recent data and central bank actions. The discussion, based on Neil Staines' LinkedIn newsletter, explores the anticipated rate cuts by the FOMC and ECB, driven by evolving economic indicators and …
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Markets Brace for the Fed: Volatility and the Path to 2025
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11:41In this episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the week's macroeconomic themes, focusing on recent central bank actions and their implications for developed and emerging markets. Key discussions include rate changes and outlooks from the ECB, RBA, Bank of Canada, and Swiss Nat…
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All Roads Lead to the Fed in the Remainder of 2024?
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9:21In this episode of 'The Long and Short,' Eurizon SLJ Capital delves into significant macroeconomic events and themes from the past week, based on a LinkedIn newsletter by Neil Staines: The nomination of Scott Bessent as US Treasury Secretary signals a potential shift towards fiscal conservatism, challenging expectations of expansive fiscal policy u…
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Asia to Americas: The Data Driving Central Bank Decisions This Week
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10:41In this week's episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss essential macroeconomic themes for professional investors. The discussion includes anticipation around Japan's Bank of Japan meeting, insights into China's economic stimulus impact, analysis of the Reserve Bank of Australia's…
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A huge week for the US, the Fed and Global Markets
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7:23In this episode of 'The Long and Short of the Week Ahead', Matt Jones from Eurizon SLJ Capital discusses major macroeconomic themes and market events to watch with Neil Staines. The discussion covers the impact of geopolitical uncertainties, upcoming PMI data from various regions, labour cash earnings in Japan, and critical U.S. economic data that …
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Introducing the ‘Long and Short’, an audio version of the LinkedIn newsletter by Neil Staines of Eurizon SLJ Capital, which discusses macroeconomic themes from the past week and has been produced for Professional Investors. Key topics include the Bank of England's recent rate cut and its updated inflation projections influenced by the UK Budget. Th…
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In this episode, Chev Green discusses housing and how it affects residential and college students. Taking a preview from the Rethinking College Series from PBS News's Hour - Copyrighted there. In this segment, Chev explains how this market may continue to be difficult and offers a few solutions as a Real Estate Agent himself.…
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Post-Election Contrarian Views: Inflation or Disinflation? Dollar Strength or Weakness?
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9:13In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the sell-side narrative surrounding Trump's impact on the markets, central bank activities in various countries, and key macroeconomic data to watch in the upcoming week. The discussion also touches on the potential implications of …
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The Intersection of Fiscal Policies, Central Banks, and the US Election
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9:38In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, hosts Matt Jones and Neil Staines discuss anticipated macroeconomic trends and key events for the coming week targeted at professional investors. They delve into significant data points such as Eurozone GDP, US ISM services for October and employment reports from New …
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Fiscal Policies and Election Economics: Insights from the UK, US, and Japan
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9:29In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the significant macroeconomic events expected next week. They delve into the UK's budget and its potential impact on the macroeconomic environment, predictions for the Japanese election, China PMI data, and European central bank rat…
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UK Budget, Bank of England & Global Macro Volatility
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8:20In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the significant macroeconomic events expected in the upcoming week. They analyze strong but potentially unsustainable UK data, the likely dovish reaction from the Bank of England, and the impact of the recent ECB rate cut. They also…
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UK Growth, China Stimulus, and ECB Expectations
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7:48
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7:48The episode of 'The Long and Short of the Week Ahead,' hosted by Matt Jones with guest Neil Staines from Eurizon SLJ Capital, explores upcoming macroeconomic themes relevant to professional investors. It focuses on anticipated UK economic data, China's fiscal stimulus, and potential European Central Bank monetary policy changes. Specific attention …
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China, Europe, US, and global geopolitics, all in focus
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7:43In this episode of 'The Long and Short of the Week Ahead,' hosted by Matt Jones and Neil Staines from Eurizon SLJ Capital, the focus is on key macroeconomic themes for the coming week tailored for professional investors. Key topics include China's stimulus impact on Asian equities, commodity prices, and regional growth expectations, with particular…
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China's Stimulus, European Data, and US Employment Data
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8:07In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss significant macroeconomic events and their implications. They examine China's recent economic support measures, their potential impact on global growth, and the expected repercussions in European markets. The episode also covers pre…
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Fed's Recalibration: Impacts on Markets and Global Economy
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8:31In this episode of 'The Long and Short of the Week Ahead,' hosted by Matt Jones from Eurizon SLJ Capital, Senior Portfolio Manager Neil Staines discusses the recent surprising 50 basis point rate cut by the Fed and its muted market reaction. The conversation outlines the Fed's confidence in addressing inflation and employment risks through rate rec…
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ECB's Cautious Path, UK CPI Focus, and US Fed's Rate Cut Predictions
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8:05This episode of 'The Long and Short of the Week Ahead' features Matt Jones and Neil Staines from Eurizon SLJ Capital discussing macroeconomic themes for the upcoming week. Key highlights include the European Central Bank's rate cut and future outlook, implications of the UK CPI data and Bank of England's potential actions, and anticipated moves by …
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UK data back on the radar as markets wait for US CPI & the ECB
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7:39In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital discuss the macroeconomic themes and market volatility expected in the coming week. They delve into US recession risks, the impact of AI monetization in tech stocks, and upcoming key events such as Apple's product launch. Additionally, th…
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A big week for data across emerging markets
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8:03In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution at Eurizon SLJ Capital, and Alan Wilson, Portfolio Manager, discuss key macroeconomic themes relevant to professional investors. They analyze Chair Powell's recent Jackson Hole speech and its dovish implications for the labor market and Fed easing cycle, and…
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In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution for Eurizon SLJ Capital, and Alan Wilson, Portfolio Manager, discuss the macroeconomic themes impacting emerging markets. They analyze recent market volatility driven by tech sell-offs, fears of a hard landing in the US, and the Japanese Yen's carry trade wa…
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In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution at Eurizon SLJ Capital, and Neil Staines, Senior Portfolio Manager, discuss the recent market volatility triggered by weak economic indicators. They delve into the evolving sentiment in European markets with a focus on ECB policy, global PMI data, and consum…
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In this episode of 'The Long and Short of the Week Ahead,' Matt Jones from Eurizon SLJ Capital and Senior Portfolio Manager Neil Staines discuss the key economic themes and market sentiments for the upcoming week. They recap a volatile week driven by a Fed pivot, disappointing US economic data, and significant global market fluctuations. The discus…
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In this episode, Chev Green host of Chev Talks Aka Self Love Journey talks about finding your strength. If others have doubted you, or you're close to giving up on your goals this podcast is for you. Chev will speak about what to do in this scenario and how you can overcome it. Share and join the podcast.…
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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 events affecting markets. They review recent central bank activities, including rate changes by the Bank of Japan and Bank of England, along with insights on US Fed policies and economic outlooks. The ep…
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In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Senior Portfolio Manager Neil Staines discuss the recent financial market volatility, focusing on the impact of potential rate cuts and AI revenue generation. They preview significant economic events for the upcoming week, including earnings reports fro…
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In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, discuss the key macroeconomic themes for the upcoming week. They analyze the recent ECB policy meeting and its implications for other developed markets and provide insights on US economic in…
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In this podcast, Chev Green shares ideas on upgrading your life, aligning your goals, and how to achieve them This episode is brought to you by toolegit2quit.com If you like the podcast please subscribe!
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In this episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the complex global macroeconomic environment and upcoming key events for professional investors. They analyze factors such as global economic slowdown, US consumer momentum, UK savings rate, central bank policies in Sweden, inflat…
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In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the current global macroeconomic landscape and key events to watch in the coming week. Topics include the focus on growth and inflation in the U.S., central bank policies in the UK, Switzerland, Norway, and Brazil, and important upc…
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The ECB rate cut, Fed projections & the BOE
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8:12This episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, hosted by Matt Jones, features insights by Senior Portfolio Manager Neil Staines. They discuss the ECB's historic 25 basis point rate cut, its impacts on market sentiment, and the inflation and growth forecasts for 2024. The potential effects on UK and US markets are e…
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A big week for the US, ECB & Global Economy
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7:29
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7:29In 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 …
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In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution at Eurizon SLJ Capital, and Neil Staines, Senior Portfolio Manager, discuss critical macroeconomic themes affecting UK, US, and European markets. Key topics include the UK's CPI print, political announcements, and implications for rate cuts; the US Fed minut…
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Central Banks, Elections, and Market Trends
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7:24In this episode of 'The Long and Short of the Week Ahead', Matt Jones and Neil Staines from Eurizon SLJ Capital discuss the key macroeconomic themes for the coming week. They reflect on the UK’s recent monetary policy moves post Bank of England meeting, the expected CPI print, and the political landscape. Globally, they highlight important events s…
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Global Economy & Bank Rates: What's Next?
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8:16In this episode of 'The Long and Short of the Week Ahead' produced by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss significant milestones for the Bank of England, including the evolution of the bank rate and its implications. They highlight dovish tones from policymakers and downward revisions to inflation projections, pointing towards …
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In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the recent market focus on US data and the Federal Reserve's policy trajectory, and its implications for global economic policies in the coming week. They delve into the Fed's less hawkish than anticipated stance amid inflation conc…
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In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the anticipated macroeconomic themes for professional investors, focusing on market volatilities and policy rates influenced by recent global PMI data, indicating significant economic activities across countries like India, UK, Japa…
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Money is a huge part of our lives. How do we balance money and life? in this intro to a 3-part series- Chev introduces you to some essential habits for bettering your savings habits, paying down debt, and earning income. Join Chev in this special podcast. Free class : fhttps://www.toolegit2quit.com/class…
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In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital delve into recent geopolitical events, earning season volatility, and the intersection of growth, inflation, and interest rates. They discuss the market's reaction to these factors, the IMF's upgraded global growth forecasts, and look ahe…
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