From Threadneedle Street to Payrolls: The Week Ahead in Macro

In this episode of The Long and Short of the Week Ahead, Matt Jones and Neil Staines run through the key macro themes for the days ahead, from Bank of England projections and UK policy signals to global central bank watchpoints, China PMI data, and a US calendar that culminates in non-farm payrolls.What we coverUK policy week: the Bank of England meeting, updated projections, and the inflation pathMarket pricing versus expectations for the UK rate-cut trajectoryGlobal central banks in focus, including the Reserve Bank of Australia and European Central BankChina’s PMI data as an early read on activity and sentiment into 2026A data-heavy US week: ISM, JOLTS, ADP, ISM Services, and non-farm payrollsKey global inflation prints and what they imply for central bank reaction functions across DM and EMA quick weekend sports preview to closeChapters / timestamps 00:00 Introduction and welcome 00:27 Focus on the Bank of England 02:21 Global macro calendar highlights 04:18 US economic outlook 06:37 Weekend sports preview 07:44 Conclusion and sign-offAbout the show The Long and Short of the Week Ahead is a podcast from Eurizon SLJ Capital examining the macro themes shaping markets.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.