Policy shifts & Volatility

Eurizon SLJ Capital

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss key macroeconomic themes and events affecting markets. They review recent central bank activities, including rate changes by the Bank of Japan and Bank of England, along with insights on US Fed policies and economic outlooks. The episode also covers the ongoing Q2 earnings season, emphasizing the importance of AI monetization and demand-driven company performances. Finally, they highlight key upcoming data releases and their potential impact on markets.
00:00 Introduction and Welcome
00:30 Central Banks' Recent Moves
02:52 Q2 Earnings Season Insights
04:19 Focus on the Fed and US Markets
06:49 Conclusion and Closing Remarks

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