Rates, Risks & the Sintra Setup: A Global Macro Realignment

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the dominant macroeconomic themes and key financial market data for the upcoming week. They highlight the crucial updates in the US, including the ISM surveys and key employment statistics, such as non-farm payrolls. The discussion covers the ECB forum in Sintra, Portugal, where the world's central bankers will meet to discuss monetary policies. Key figures like ECB's Lagarde, the Fed's Powell, and Bank of England's Bailey will be closely monitored for their insights. The episode also touches on the likely impact of geopolitical events, US fiscal policies, and global trade negotiations. As the weekend approaches, notable sporting events such as Wimbledon, the FIFA Club World Cup, and the British and Irish Lions rugby tour are mentioned. Neil wraps up with a lighthearted take on personal plans for the weekend.00:00 Introduction and Overview00:41 Key US Economic Data to Watch02:47 Global Central Bankers' Meeting in Sintra04:44 Geopolitical and Fiscal Developments06:17 Weekend Sports and Events07:43 Conclusion and Final ThoughtsThe 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.