Rates, Risks & the Sintra Setup: A Global Macro Realignment

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 the dominant macroeconomic themes and key financial market data for the upcoming week. They highlight the crucial updates in the US, including the ISM surveys and key employment statistics, such as non-farm payrolls. The discussion covers the ECB forum in Sintra, Portugal, where the world's central bankers will meet to discuss monetary policies. Key figures like ECB's Lagarde, the Fed's Powell, and Bank of England's Bailey will be closely monitored for their insights. The episode also touches on the likely impact of geopolitical events, US fiscal policies, and global trade negotiations. As the weekend approaches, notable sporting events such as Wimbledon, the FIFA Club World Cup, and the British and Irish Lions rugby tour are mentioned. Neil wraps up with a lighthearted take on personal plans for the weekend.
00:00 Introduction and Overview
00:41 Key US Economic Data to Watch
02:47 Global Central Bankers' Meeting in Sintra
04:44 Geopolitical and Fiscal Developments
06:17 Weekend Sports and Events
07:43 Conclusion and Final Thoughts

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