Five Years On: Central Banks, Oil Shocks, and the Week Ahead

This week marks the fifth anniversary of The Long and Short of the Week Ahead.In this milestone episode, Matt Jones is joined by Neil Staines to discuss a busy week for global macro markets, with central banks, inflation, oil prices, and political uncertainty all in focus.Neil looks at the UK after a volatile week for politics and data, assessing what recent inflation, labour market, and retail sales figures could mean for the Bank of England. He then turns to a packed global central bank calendar, including the Bank of Japan, Bank of Canada, ECB, and Fed, where markets will be watching closely for signals on the balance between inflation risks and growth concerns.The discussion also covers the US macro outlook, the final stages of Jerome Powell’s tenure at the Fed, key data releases, major technology earnings, and the wider implications of the oil shock for the global economy.Finally, Matt and Neil look ahead to the weekend, including the London Marathon, the Women’s Six Nations, the Premier League relegation battle, and this week’s long and short.Key topics covered The fifth anniversary of The Long and Short of the Week Ahead UK inflation, retail sales, unemployment, and political volatility  What to expect from the Bank of England  Global central bank meetings, including the Bank of Japan, ECB, Bank of Canada, and Fed  The impact of higher oil prices on inflation and growth  US consumer confidence, Q1 GDP, and ISM manufacturing  Major technology earnings from Google, Meta, Microsoft, Qualcomm, and Apple  The London Marathon, Women’s Six Nations, and Premier League footballThe 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.