Policy Paths: UK Dovishness, US Data, Japan Risk

Matt Jones (Eurizon SLJ Capital) is joined by Senior Portfolio Manager Neil Staines to map the week ahead across rates, data, and event risk. They unpack the Bank of England’s latest signals, the key UK releases to watch, ECB messaging and the role of FX, and a global run of inflation prints including China. In the US, attention turns to the rescheduled non-farm payrolls and CPI, with potential implications for the Fed’s reaction function. They finish with a quick weekend sports preview.In this episodeUK: Bank of England signals and what matters next in UK data (Q4 GDP, industrial production, trade)Europe: ECB messaging, FX focus, and Eurozone GDPGlobal: China CPI/PPI and inflation readings across key emerging marketsUS: delayed non-farm payrolls and CPI, and what they could mean for policy expectationsWeekend watch: football, F1 testing, T20 World Cup, and Six Nations rugbyChapters 00:00 Introduction and Welcome 00:27 Bank of England’s Recent Developments 02:35 Global Economic Highlights 04:49 US Economic Updates 06:30 Weekend Sports Preview 07:43 Conclusion and Sign-offAbout the show The Long and Short of the Week Ahead is a weekly macro podcast from Eurizon SLJ Capital, designed for professional investors.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.