All Episodes
Eurizon SLJ Capital — 242 episodes
Global Yields, UK Fiscal Risk and the Fed Outlook
Payrolls, UK Fiscal Uncertainty and the Global Policy Outlook
UK Fiscal Risks, Global Yields and the Fed at Jackson Hole
UK Reset, ECB Signals and the AI Earnings Test
UK Leadership, European Deficits and the US Inflation Test
Lower Oil, Softer Inflation and Shifting Rate Expectations
From Makerfield to Hormuz: Markets Watch the Risks
Week Ahead: UK CPI, Global Central Banks and the First FOMC Under Kevin Warsh
Central Banks Face the Growth Test
Political Volatility, Higher Yields, and the Global Growth Test
Growth, Inflation and the Global K-Shaped Recovery
Central Banks Face the Oil Test
Five Years On: Central Banks, Oil Shocks, and the Week Ahead
The Oil Shock and the Global Policy Response
Holding the Line: Inflation Risks, Weak Growth, and the Policy Dilemma
From the Bank of England to the Fed: Policy Under Pressure
Forecasts and Fragility: UK Spring Statement, US CPI, and China’s Growth Tolerance
From China’s Two Sessions to US Payrolls: A Consequential Week Ahead
Three Drivers for the Week Ahead: UK Cuts, Aussie CPI, US Geopolitics
Repricing Risk: UK Data, Antipodean Policy, and US GDP
Policy Paths: UK Dovishness, US Data, Japan Risk
From Threadneedle Street to Payrolls: The Week Ahead in Macro
USDJPY Intervention Watch and the Week of Central Banks
Davos, Data, and Earnings: What Markets Are Watching
Central Banks, Inflation Data, and the Global Rate Outlook
2026 Begins with Inflation, the Fed, and the Labour Market
Data-Driven Fed, BoJ Watch, and a Key Week for the Bank of England
Monetary Crossroads: Global Rate Paths and the Fed’s 2026 Lens
Inflation, Weak Growth, and What Comes Next for the UK
Fiscal Strains, Hawkish Signals, and the Return of US Data
Holding, Waiting, Watching: The UK, China, and U.S. in Focus
The Bank of England’s Balancing Act & the Fed's Dilemma
Central Banks, CPI, and the Big Macro Balancing Act
A Budget, A Blackout, and A Billion-Dollar Shutdown
Driving in the Dark: Markets Await Clarity
Uncertainty Everywhere: Japan, Europe, and the US Shutdown
Yen, Yields, and Payrolls: A Critical Week for Markets
From Dots to Data: Monetary Policy in Focus
Cuts Delayed, Cuts Ahead: The UK and US in Focus
Europe’s Fiscal Uncertainty Meets America’s Data-Driven Debate
Jobs, Politics, Inflation, and Confidence
Unemployment, Inflation, and the Policy Path Ahead
Rate Cuts, Data Disappointments, and a Wait-and-See Fed
Tariffs, Tightening, and Turning Points
Macro Pressure Points: UK Wobbles, Japan Shifts, ECB Pauses
From Tariffs to Tests: A Packed Week for Markets and the UK
Monetary Easing, Market Complacency, and the July 9 Trade Reckoning
Rates, Risks & the Sintra Setup: A Global Macro Realignment
Banking on Complexity: UK's Economic Challenges and Global Policy Shifts
Market Calm or Complacency? Inflation, Trade, and Volatility Risks
Data vs. Disruption: A Critical Week for Markets
Short Week, Long List: Trade, Rates & Fiscal Reckonings
Trade Volatility, Fiscal Drift, and Central Bank Signals
Tariffs, Tightening, and Turning Points
Tariffs, Trade, and Turning Points: A Crucial Week for Global Markets
Global Trade Shifts: Impact on Markets and Macro Trends
Westminster to Washington: Rates, Rules, and Reciprocal Tariffs
The Fed’s Dots Will Speak Louder Than Rates
Balancing Act: Germany's Stimulus Measures and US Fiscal Consolidation
Germany’s ‘Whatever It Takes’ Moment: Fiscal Expansion and Dollar Dilemmas
Tariffs, Trade, and Payrolls: What to Watch in Global Markets
German elections and Central Bank speeches: Anticipating economic shifts
Tariffs, Geopolitics and Bank of England expectations
Inflation, Trade, and Fiscal Dynamics: The Week Ahead with Eurizon SLJ Capital
Global Macro: Many Moving Parts, One Dominant Factor!
Monetary Policy Insights: Key Data and Expectations from the US, Europe, and UK
US Government Hiring Frozen, But it is Europe that must Let it Go?
Tariffs, ECB Moves, and the Fed:What’s Next for Global Markets?
Global Markets: Waiting for Change?
Global Macro at a Crossroads: From US Inflation to Japan's Big Decision
Bond Markets: Between Vigilance and Neglect?
Balancing Act: Fiscal Policies, Global Growth, and Market Reactions
Slow, Slow, Quick, Quick, Slow? Storytelling and the Fed Foxtrot
Finding Neutral: Fast and Furious or Calm and Collected?
Markets Brace for the Fed: Volatility and the Path to 2025
All Roads Lead to the Fed in the Remainder of 2024?
Asia to Americas: The Data Driving Central Bank Decisions This Week
A huge week for the US, the Fed and Global Markets
Trump Trade Curve-Ball?
Post-Election Contrarian Views: Inflation or Disinflation? Dollar Strength or Weakness?
The Intersection of Fiscal Policies, Central Banks, and the US Election
Fiscal Policies and Election Economics: Insights from the UK, US, and Japan
UK Budget, Bank of England & Global Macro Volatility
UK Growth, China Stimulus, and ECB Expectations
China, Europe, US, and global geopolitics, all in focus
China's Stimulus, European Data, and US Employment Data
Fed's Recalibration: Impacts on Markets and Global Economy
ECB's Cautious Path, UK CPI Focus, and US Fed's Rate Cut Predictions
UK data back on the radar as markets wait for US CPI & the ECB
A big week for data across emerging markets
An Emerging Markets takeover week
An intense week ahead
A complex week for global data
Policy shifts & Volatility
The Bank of England & US Data
Rates, Inflation, and Market Volatility
Jobs week, Data & Politics: A preview
Politics + Policy + Markets = Complexity
The ECB rate cut, Fed projections & the BOE
A big week for the US, ECB & Global Economy
Central Banks, Ballots, and Inflation
Central Banks, Elections, and Market Trends
Global Economy & Bank Rates: What's Next?
Central Banks and the balance of risks
Policymakers at a complex juncture
Markets question underlying growth
A huge week for the UK (and other markets..)
Where next for Global Central Banks?
Central Bank Meetings & Market Impact
Japan & the FOMC: Focus on Central Banks
UK Data, ECB Meeting, and US Market Trends
Spotlight on the UK Budget and ECB Policy
Japan, US, and China Perspectives
Navigating the Next Week: Global Trends and Central Bank Minutes
Macroeconomic Themes and Central Bank Decisions
Dovish Monetary Policies and Global Macro Market Outlook
Central Banks in Focus: Deciphering the ECB, Bank of England, and Fed's Next Moves
Closing the Books on 2023: Global Markets Unveiled in the Year's Final Financial Podcast
A big week for data: Europe's Rate Repricing, RBA's Monetary Policy, and U.S. Labor Market in the Spotlight
Global Growth Dynamics in Focus: PMI Data, Central Bank Speeches, and Key U.S. Reports Shape the Week Ahead
Fed Minutes and Beyond: Unpacking the Latest Developments in U.S. Financial Markets
A big week for data: UK Earnings, German ZEW, China's Rebound, and US CPI Data
Market Sentiment Shifts: Dovish Central Banks, China's Stabilization, and Growth Forecasts
U.S. Economic Data, Central Banks' Moves & Fed's Outlook: A Pivotal Week Ahead
October PMIs, U.S. Q3 GDP & Tech Earnings: Navigating Global Uncertainties
UK Data, Global Indicators, and the Fed's Evolving Narrative
A Big Week - Depending on Data
Central Bank & Market Reflections
Policy (not data) dependent
Global Data: US CPI, China's Economic Pulse, and ECB's Rate Path
US Labor, Global Growth, and Policy Evolution Insights
Financial Maze: US CPI, Global Markets, and UK's Pivotal Week
A big week ahead for US Data, Rates & Market Sentiment
Global Data Impact: US Employment, Eurozone GDP, and UK Rates in the Spotlight
A tale of three Central Banks
Unraveling the Complexities of Financial Markets: A Deep Dive into Recent Volatility and Anticipated Focal Points
Shifting focus from Inflation to Growth
Growth and Inflation Juncture: Complexity in the Global Economy
UK Back in Focus
Global Macro Puzzle: China's Stimulus, Central Banks, and US Policy Impact
Caution and Complexity: Central Banks, Inflation, Debt Limit Dilemma
Global PMI Data, UK Inflation Drop, FOMC Minutes - Implications for Growth, Rates & Policy
Central banks, Data and Geopolitical Risks
Data Deluge: US and European Economic Indicators to Watch Next Week
Bank of Japan meeting, tech sector earnings, and FOMC meeting to shape market sentiment in upcoming week
How Will This Week's UK Data Release Affect the Balance of Inflation and Growth Risks in Financial Markets?
US Employment Report for March and Antipodean Policy Decisions
Navigating Market Volatility: Rate Hikes, Liquidity, and Central Bank Reactions
What can we expect from UK and US policymakers next week?
Markets brace for key data and policy decisions impacting interest rates, growth, and currency paths worldwide
Central Bank Watch: Analyzing RBA, Bank of Canada, and Bank of Japan's Monetary Policy Trajectory
Japan's Monetary Policy in the Spotlight: Retail Sales, Industrial Production, and the Evolution of Yield Curve Control
US Rate Repricing Conundrum and the Impact of Global Factors on Financial Markets
Inflation and Labor Market Dynamics Take Center Stage in the US
Central Bank Policy Decisions Dominate Financial Markets Next Week
A tale of three central banks
Is the Fed's hiking cycle coming to an end? An important period of reflection, with implications for global risk sentiment.
Inflation, growth, and monetary policy at forefront of market debate as Q4 earnings and data releases loom
A big week for macroeconomics and markets
Inflation and the US Dollar
A shift in focus from inflation to growth
Will markets be in a thankful mood next week?
UK Data and the Autumn Statement
What is next for UK growth and US inflation?
A significant week for global monetary policy
It's all about Central Banks
Inflation, economic data and a time to reflect
It's all about the ECB
What next for the 3 engines of global growth?
What is the outlook for China onshore bonds?
Summer data from the Bank of England, China and the Fed
Will the US see light at the end of the inflation tunnel?
Which 4 themes will influence markets in August?
The Bank of England, Non-Farm Payrolls & China
What are the 3 big stories we will be following next week?
Economic divergence - What next for Europe?
Will this be a P.I.G. week for markets?
What can we expect from Central Banks this week?
How is the evolution of the inflationary reaction function playing out?
Renminbi Review: How will the recent policy announcements impact Chinese markets?
Are the odds of a soft landing in the US improving?
Has the Fed tightening cycle been fully priced by markets?
Could Japanese inflation exceed the Bank of Japan target next week?
What 3 things should investors watch for in markets next week?
Will next week be a game of 3 halves for Central Banks?
How are Central Bank narratives impacting markets?
Growth: What are the implications of monetary policy response to inflation?
Diverging forces within markets and macroeconomics
Central Bank commentators, China data & Non-Farm Payrolls
Focus on the Bank of England
Chinese economic data and all eyes on the Federal Reserve
US CPI, European data and the ECB
How are Central Banks reacting to the inflationary and geopolitical environment?
Growth, inflation and monetary policy debate in focus
Growth, Inflation & Credit
Renminbi Review - What could economic and policy divergence mean for Chinese assets?
The US and China - 3 themes for the month ahead
A big week for data
The property sector and corporate defaults will pose challenges for China
The Chinese economy will remain divergent from much of the rest of the world
Inflation, growth and geopolitics
How long will the RMB remain strong?
China onshore bonds: 2022 Outlook
United Kingdom economic data, Europe and the United States
A big week for Central Banks
Omicron & The Federal Reserve
US employment report & Covid variants
Thanksgiving - a strong US backdrop while Europe suffers
UK employment and retail sales data, China, and US inflation continues to dominate
Fireworks - the Bank of England, US CPI and Fed Chair nomination, and Europe investor confidence
Markets spooked by inflation - the Reserve Bank of Australia, the Bank of England, The Fed and US Payrolls
The UK budget, the ECB October meeting, Eurozone CPI and US PCE
China Q3 GDP and retail sales data, the UK and GBP, and global PMIs
The Bank of England, UK employment report, US CPI, Fed Minutes, and the ECB
Central Bank divergence, politics, geopolitics and US payroll data
German elections, China's September PMI data and a shift to the US
Geopolitics, Central Banks and Growth
UK Social Care Levy, China and a focus on politics
Central banks, data from Europe and China, and focus on US policy
Growth, Policy and Risk - China PMIs, US payroll data and Labor Day
Global trade and China, US inflation and UK GDP
Bank of England, RBA and US Non Farm Payrolls
Amidst exacerbated fears of growth slowdown - the Fed, US PCE and Q2 GDP prints for the US and Europe
The RBA, BoJ, ECB, global PMIs and UK retail sales
The ECB, PBoC and the Fed - a busy week ahead
UK GDP, the Fed's minutes, services PMI, German ZEW and the Reserve Bank of Australia
China PMI, the US employment report and the global theme of normalisation
UK monetary policy, June PMI and reopening momentum, and the Fed's implications for EM
Are defaults in China a good thing?
What does supply and demand look like in the China onshore bond market?
The Bank of Canada, the ECB's June meeting and China trade data's global implications
Why should China onshore bonds be considered a safe-haven asset?
China's May PMI, the Reserve Bank of Australia and the US employment report
Categorising China - the winner of 2020?
Inflation & growth differentials
Is the term 'Emerging Markets' outdated?
China data, UK inflation and unemployment figures and Europe PMI
Portfolio Managers' Questions
The European recovery, UK Q1 GDP, inflation and US CPI
The Bank of England's inflation report, UK local elections and US employment figures
The Fed, US and Europe Q1 GDP estimates, and China's PMI
UK unemployment figures and the ECB