Tariffs, Geopolitics and Bank of England expectations

In 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 decisions from the RBA and RBNZ, and Japanese CPI. Global flash PMIs and the German election will also be closely monitored. The discussion touches on the implications of US policy on tariffs and the Russia-Ukraine situation, noting a shift towards a more negotiated and less confrontational path on tariffs. The UK economic outlook is also explored with significant upcoming data releases and their impact on the Bank of England's monetary policy. 00:00 Introduction to Global Macro Factors00:30 Welcome and Introductions00:55 Upcoming Week's Global Economic Data03:27 Focus on Tariffs and Geopolitical Themes06:22 UK Economic Data and Bank of England Outlook08:49 Conclusion and Closing RemarksThe 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.