Dovish Monetary Policies and Global Macro Market Outlook

Eurizon SLJ Capital

Hosts Matt Jones and Neil Staines discuss of a range of macroeconomic themes for the upcoming week. They review last week's significant data events and reflect on the dovish commentary by both the Fed and the Bank of England. The hosts anticipate the RBA's economic outlook and plan to observe revisions to global growth and inflation by the OECD. They also discuss the data for the forthcoming week and the prints for the upcoming week, including the Eurozone Sentix, American ISM services and China's CPI, and PPI.
00:08 Introduction and Welcome
00:33 Reflections on the Previous Week's Data
00:49 Insights into the Federal Reserve and Bank of England's Policies
02:07 Impacts on Equities and Rates
02:24 Focus for the Week Ahead
03:20 Upcoming Data and Market Indicators
04:26 Sports Highlights for the Weekend
05:13 Closing Remarks and Goodbyes
06:09 Disclaimer and Legal Information

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.