USDJPY Intervention Watch and the Week of Central Banks

In this episode of The Long and Short of the Week Ahead, Matt Jones is joined by Neil Staines to map the key macro catalysts investors are watching.They start in Japan, where the February 8 general election announcement, renewed fiscal debate, and long-end JGB moves have put policy credibility and FX dynamics back in focus, alongside rising speculation around Ministry of Finance intervention risk in USD/JPY. The conversation then turns global, with a packed calendar of central bank decisions across DM and EM, before finishing in the US with the FOMC meeting, the key themes to listen for from Chair Powell, and a major week of earnings led by large-cap tech.What we coverJapan: election timing, fiscal expectations, JGB volatility, and USD/JPY intervention riskGlobal central banks: a busy week for policy decisions, including Canada, Sweden, Hungary, Chile, Brazil, and South AfricaUS: the Fed meeting, the press conference focus, and heavyweight earnings (Microsoft, Tesla, Meta, Apple)Weekend watch: sport highlights and a look ahead to rugby and cricketChapters 00:00 Introduction and welcome 00:27 Japan: election, fiscal concerns, JGBs and USD/JPY 02:51 Global central bank week ahead 04:49 US: Fed meeting and major earnings 06:38 Weekend sports highlights 07:38 Closing remarks and disclaimersFor professional investors only.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.