Central Banks in Focus: Deciphering the ECB, Bank of England, and Fed's Next Moves

Eurizon SLJ Capital

Host Matt Jones of Eurizon SLJ Capital and guest Neil Staines, a Senior Portfolio Manager, discuss the macroeconomic themes of the upcoming week in this 2024 podcast episode. Topics include releases of global data such as the Eurozone GDP, Eurozone CPI, and PMI data from China, as well as the narratives from ECB, Bank of England, and Fed meetings. U.S. labor market data is also covered, as well as major tech companies' earnings reports. Staines also shares his predictions for the short-term future of the global economy, and the hosts end with an outline of upcoming sporting events they will be tracking over the weekend.

00:05 Introduction and Welcome

00:33 Overview of the Week's Macroeconomic Themes

00:55 Global Data and Central Bank Updates

01:34 Expectations from the Bank of England and the Fed

03:25 Impact of US Data on Market Reactions

04:21 Q4 Earnings Season and Tech Giants' Performance

05:14 Weekend Sports Highlights

05:52 Closing Remarks and Disclaimer

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.