UK data back on the radar as markets wait for US CPI & the ECB

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital discuss the macroeconomic themes and market volatility expected in the coming week. They delve into US recession risks, the impact of AI monetization in tech stocks, and upcoming key events such as Apple's product launch. Additionally, they provide insights on the UK's economic data, the European Central Bank's anticipated moves, and US inflation and presidential debates. 00:00 Introduction and Welcome00:30 Market Volatility and Key Drivers01:44 UK Economic Data and Outlook02:59 European Central Bank and Economic Insights04:44 US Economic Indicators and Political EventsThe 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.