Trade Volatility, Fiscal Drift, and Central Bank Signals

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution for Eurizon SLJ Capital, is joined by Neil Staines, Senior Portfolio Manager. They delve into recent and upcoming macroeconomic data, including key trade deals and economic indicators from the UK, as well as global data from China, Australia, the Eurozone, and Japan. The episode is intended for professional investors and provides insightful analysis of the economic landscape for the week ahead.Key points:UK resilience meets looming headwinds – Strong Q1 GDP and firm wage growth contrast with impending tax hikes and still-tight monetary policy.Global data deluge – From China’s April activity suite to Japan’s CPI, markets will parse each print for evidence of tariff fallout and policy divergence.U.S. fiscal questions – With little hard data due, Fed speakers and Capitol-Hill fiscal manoeuvring will steer sentiment.00:00 Introduction and Overview00:37 UK Economic Outlook02:47 Global Economic Insights04:17 US Economic and Political Focus07:24 Conclusion and DisclaimersThe 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.