Eurizon SLJ Capital
By Eurizon SLJ Capital
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Episodes: 234
Description
Providing first-hand emerging and developed market insights with a global context of how the world views these markets.
| Episode | Date |
|---|---|
|
Central Banks Face the Growth Test
|
May 22, 2026 |
|
Political Volatility, Higher Yields, and the Global Growth Test
|
May 15, 2026 |
|
Growth, Inflation and the Global K-Shaped Recovery
|
May 08, 2026 |
|
Central Banks Face the Oil Test
|
May 01, 2026 |
|
Five Years On: Central Banks, Oil Shocks, and the Week Ahead
|
Apr 24, 2026 |
|
The Oil Shock and the Global Policy Response
|
Apr 17, 2026 |
|
Holding the Line: Inflation Risks, Weak Growth, and the Policy Dilemma
|
Mar 20, 2026 |
|
From the Bank of England to the Fed: Policy Under Pressure
|
Mar 13, 2026 |
|
Forecasts and Fragility: UK Spring Statement, US CPI, and China’s Growth Tolerance
|
Mar 06, 2026 |
|
From China’s Two Sessions to US Payrolls: A Consequential Week Ahead
|
Feb 27, 2026 |
|
Three Drivers for the Week Ahead: UK Cuts, Aussie CPI, US Geopolitics
|
Feb 20, 2026 |
|
Repricing Risk: UK Data, Antipodean Policy, and US GDP
|
Feb 13, 2026 |
|
Policy Paths: UK Dovishness, US Data, Japan Risk
|
Feb 06, 2026 |
|
From Threadneedle Street to Payrolls: The Week Ahead in Macro
|
Jan 30, 2026 |
|
USDJPY Intervention Watch and the Week of Central Banks
|
Jan 23, 2026 |
|
Davos, Data, and Earnings: What Markets Are Watching
|
Jan 16, 2026 |
|
Central Banks, Inflation Data, and the Global Rate Outlook
|
Jan 09, 2026 |
|
2026 Begins with Inflation, the Fed, and the Labour Market
|
Jan 02, 2026 |
|
Data-Driven Fed, BoJ Watch, and a Key Week for the Bank of England
|
Dec 13, 2025 |
|
Monetary Crossroads: Global Rate Paths and the Fed’s 2026 Lens
|
Dec 05, 2025 |
|
Inflation, Weak Growth, and What Comes Next for the UK
|
Nov 21, 2025 |
|
Fiscal Strains, Hawkish Signals, and the Return of US Data
|
Nov 14, 2025 |
|
Holding, Waiting, Watching: The UK, China, and U.S. in Focus
|
Nov 07, 2025 |
|
The Bank of England’s Balancing Act & the Fed's Dilemma
|
Nov 02, 2025 |
|
Central Banks, CPI, and the Big Macro Balancing Act
|
Oct 24, 2025 |
|
A Budget, A Blackout, and A Billion-Dollar Shutdown
|
Oct 17, 2025 |
|
Driving in the Dark: Markets Await Clarity
|
Oct 10, 2025 |
|
Uncertainty Everywhere: Japan, Europe, and the US Shutdown
|
Oct 03, 2025 |
|
Yen, Yields, and Payrolls: A Critical Week for Markets
|
Sep 26, 2025 |
|
From Dots to Data: Monetary Policy in Focus
|
Sep 19, 2025 |
|
Cuts Delayed, Cuts Ahead: The UK and US in Focus
|
Sep 12, 2025 |
|
Europe’s Fiscal Uncertainty Meets America’s Data-Driven Debate
|
Sep 05, 2025 |
|
Jobs, Politics, Inflation, and Confidence
|
Aug 29, 2025 |
|
Unemployment, Inflation, and the Policy Path Ahead
|
Aug 22, 2025 |
|
Rate Cuts, Data Disappointments, and a Wait-and-See Fed
|
Aug 17, 2025 |
|
Tariffs, Tightening, and Turning Points
|
Aug 08, 2025 |
|
Macro Pressure Points: UK Wobbles, Japan Shifts, ECB Pauses
|
Jul 18, 2025 |
|
From Tariffs to Tests: A Packed Week for Markets and the UK
|
Jul 11, 2025 |
|
Monetary Easing, Market Complacency, and the July 9 Trade Reckoning
|
Jul 04, 2025 |
|
Rates, Risks & the Sintra Setup: A Global Macro Realignment
|
Jun 27, 2025 |
|
Banking on Complexity: UK's Economic Challenges and Global Policy Shifts
|
Jun 13, 2025 |
|
Market Calm or Complacency? Inflation, Trade, and Volatility Risks
|
Jun 06, 2025 |
|
Data vs. Disruption: A Critical Week for Markets
|
May 30, 2025 |
|
Short Week, Long List: Trade, Rates & Fiscal Reckonings
|
May 23, 2025 |
|
Trade Volatility, Fiscal Drift, and Central Bank Signals
|
May 16, 2025 |
|
Tariffs, Tightening, and Turning Points
|
Apr 25, 2025 |
|
Tariffs, Trade, and Turning Points: A Crucial Week for Global Markets
|
Apr 11, 2025 |
|
Global Trade Shifts: Impact on Markets and Macro Trends
|
Apr 04, 2025 |
|
Westminster to Washington: Rates, Rules, and Reciprocal Tariffs
|
Mar 28, 2025 |
|
The Fed’s Dots Will Speak Louder Than Rates
|
Mar 17, 2025 |
|
Balancing Act: Germany's Stimulus Measures and US Fiscal Consolidation
|
Mar 14, 2025 |
|
Germany’s ‘Whatever It Takes’ Moment: Fiscal Expansion and Dollar Dilemmas
|
Mar 07, 2025 |
|
Tariffs, Trade, and Payrolls: What to Watch in Global Markets
|
Feb 28, 2025 |
|
German elections and Central Bank speeches: Anticipating economic shifts
|
Feb 21, 2025 |
|
Tariffs, Geopolitics and Bank of England expectations
|
Feb 14, 2025 |
|
Inflation, Trade, and Fiscal Dynamics: The Week Ahead with Eurizon SLJ Capital
|
Feb 08, 2025 |
|
Global Macro: Many Moving Parts, One Dominant Factor!
|
Feb 03, 2025 |
|
Monetary Policy Insights: Key Data and Expectations from the US, Europe, and UK
|
Jan 31, 2025 |
|
Tariffs, ECB Moves, and the Fed:What’s Next for Global Markets?
|
Jan 24, 2025 |
|
US Government Hiring Frozen, But it is Europe that must Let it Go?
|
Jan 24, 2025 |
|
Global Markets: Waiting for Change?
|
Jan 17, 2025 |
|
Global Macro at a Crossroads: From US Inflation to Japan's Big Decision
|
Jan 17, 2025 |
|
Bond Markets: Between Vigilance and Neglect?
|
Jan 10, 2025 |
|
Balancing Act: Fiscal Policies, Global Growth, and Market Reactions
|
Jan 10, 2025 |
|
Slow, Slow, Quick, Quick, Slow? Storytelling and the Fed Foxtrot
|
Dec 20, 2024 |
|
Finding Neutral: Fast and Furious or Calm and Collected?
|
Dec 13, 2024 |
|
Markets Brace for the Fed: Volatility and the Path to 2025
|
Dec 13, 2024 |
|
Asia to Americas: The Data Driving Central Bank Decisions This Week
|
Dec 06, 2024 |
|
All Roads Lead to the Fed in the Remainder of 2024?
|
Dec 06, 2024 |
|
A huge week for the US, the Fed and Global Markets
|
Nov 29, 2024 |
|
Trump Trade Curve-Ball?
|
Nov 29, 2024 |
|
Post-Election Contrarian Views: Inflation or Disinflation? Dollar Strength or Weakness?
|
Nov 08, 2024 |
|
The Intersection of Fiscal Policies, Central Banks, and the US Election
|
Nov 01, 2024 |
|
Fiscal Policies and Election Economics: Insights from the UK, US, and Japan
|
Oct 25, 2024 |
|
UK Budget, Bank of England & Global Macro Volatility
|
Oct 18, 2024 |
|
UK Growth, China Stimulus, and ECB Expectations
|
Oct 11, 2024 |
|
China, Europe, US, and global geopolitics, all in focus
|
Oct 04, 2024 |
|
China's Stimulus, European Data, and US Employment Data
|
Sep 27, 2024 |
|
Fed's Recalibration: Impacts on Markets and Global Economy
|
Sep 20, 2024 |
|
ECB's Cautious Path, UK CPI Focus, and US Fed's Rate Cut Predictions
|
Sep 13, 2024 |
|
UK data back on the radar as markets wait for US CPI & the ECB
|
Sep 06, 2024 |
|
A big week for data across emerging markets
|
Aug 30, 2024 |
|
An Emerging Markets takeover week
|
Aug 23, 2024 |
|
An intense week ahead
|
Aug 16, 2024 |
|
A complex week for global data
|
Aug 09, 2024 |
|
Policy shifts & Volatility
|
Aug 02, 2024 |
|
The Bank of England & US Data
|
Jul 26, 2024 |
|
Rates, Inflation, and Market Volatility
|
Jul 19, 2024 |
|
Jobs week, Data & Politics: A preview
|
Jun 28, 2024 |
|
Politics + Policy + Markets = Complexity
|
Jun 21, 2024 |
|
The ECB rate cut, Fed projections & the BOE
|
Jun 07, 2024 |
|
A big week for the US, ECB & Global Economy
|
May 31, 2024 |
|
Central Banks, Ballots, and Inflation
|
May 24, 2024 |
|
Central Banks, Elections, and Market Trends
|
May 17, 2024 |
|
Global Economy & Bank Rates: What's Next?
|
May 10, 2024 |
|
Central Banks and the balance of risks
|
May 03, 2024 |
|
Policymakers at a complex juncture
|
Apr 26, 2024 |
|
Markets question underlying growth
|
Apr 19, 2024 |
|
A huge week for the UK (and other markets..)
|
Apr 12, 2024 |
|
Where next for Global Central Banks?
|
Apr 05, 2024 |
|
Central Bank Meetings & Market Impact
|
Mar 22, 2024 |
|
Japan & the FOMC: Focus on Central Banks
|
Mar 15, 2024 |
|
UK Data, ECB Meeting, and US Market Trends
|
Mar 08, 2024 |
|
Spotlight on the UK Budget and ECB Policy
|
Mar 01, 2024 |
|
Japan, US, and China Perspectives
|
Feb 23, 2024 |
|
Navigating the Next Week: Global Trends and Central Bank Minutes
|
Feb 16, 2024 |
|
Macroeconomic Themes and Central Bank Decisions
|
Feb 09, 2024 |
|
Dovish Monetary Policies and Global Macro Market Outlook
|
Feb 02, 2024 |
|
Central Banks in Focus: Deciphering the ECB, Bank of England, and Fed's Next Moves
|
Jan 26, 2024 |
|
Closing the Books on 2023: Global Markets Unveiled in the Year's Final Financial Podcast
|
Dec 08, 2023 |
|
A big week for data: Europe's Rate Repricing, RBA's Monetary Policy, and U.S. Labor Market in the Spotlight
|
Dec 01, 2023 |
|
Global Growth Dynamics in Focus: PMI Data, Central Bank Speeches, and Key U.S. Reports Shape the Week Ahead
|
Nov 24, 2023 |
|
Fed Minutes and Beyond: Unpacking the Latest Developments in U.S. Financial Markets
|
Nov 17, 2023 |
|
A big week for data: UK Earnings, German ZEW, China's Rebound, and US CPI Data
|
Nov 10, 2023 |
|
Market Sentiment Shifts: Dovish Central Banks, China's Stabilization, and Growth Forecasts
|
Nov 03, 2023 |
|
U.S. Economic Data, Central Banks' Moves & Fed's Outlook: A Pivotal Week Ahead
|
Oct 27, 2023 |
|
October PMIs, U.S. Q3 GDP & Tech Earnings: Navigating Global Uncertainties
|
Oct 20, 2023 |
|
UK Data, Global Indicators, and the Fed's Evolving Narrative
|
Oct 13, 2023 |
|
A Big Week - Depending on Data
|
Sep 29, 2023 |
|
Central Bank & Market Reflections
|
Sep 22, 2023 |
|
Policy (not data) dependent
|
Sep 15, 2023 |
|
Global Data: US CPI, China's Economic Pulse, and ECB's Rate Path
|
Sep 08, 2023 |
|
US Labor, Global Growth, and Policy Evolution Insights
|
Sep 01, 2023 |
|
Financial Maze: US CPI, Global Markets, and UK's Pivotal Week
|
Aug 11, 2023 |
|
A big week ahead for US Data, Rates & Market Sentiment
|
Aug 04, 2023 |
|
Global Data Impact: US Employment, Eurozone GDP, and UK Rates in the Spotlight
|
Jul 28, 2023 |
|
A tale of three Central Banks
|
Jul 21, 2023 |
|
Unraveling the Complexities of Financial Markets: A Deep Dive into Recent Volatility and Anticipated Focal Points
|
Jul 07, 2023 |
|
Shifting focus from Inflation to Growth
|
Jun 30, 2023 |
|
Growth and Inflation Juncture: Complexity in the Global Economy
|
Jun 23, 2023 |
|
UK Back in Focus
|
Jun 16, 2023 |
|
Global Macro Puzzle: China's Stimulus, Central Banks, and US Policy Impact
|
Jun 02, 2023 |
|
Caution and Complexity: Central Banks, Inflation, Debt Limit Dilemma
|
May 26, 2023 |
|
Global PMI Data, UK Inflation Drop, FOMC Minutes - Implications for Growth, Rates & Policy
|
May 19, 2023 |
|
Central banks, Data and Geopolitical Risks
|
May 12, 2023 |
|
Data Deluge: US and European Economic Indicators to Watch Next Week
|
Apr 28, 2023 |
|
Bank of Japan meeting, tech sector earnings, and FOMC meeting to shape market sentiment in upcoming week
|
Apr 21, 2023 |
|
How Will This Week's UK Data Release Affect the Balance of Inflation and Growth Risks in Financial Markets?
|
Apr 14, 2023 |
|
US Employment Report for March and Antipodean Policy Decisions
|
Mar 31, 2023 |
|
Navigating Market Volatility: Rate Hikes, Liquidity, and Central Bank Reactions
|
Mar 24, 2023 |
|
What can we expect from UK and US policymakers next week?
|
Mar 17, 2023 |
|
Markets brace for key data and policy decisions impacting interest rates, growth, and currency paths worldwide
|
Mar 10, 2023 |
|
Central Bank Watch: Analyzing RBA, Bank of Canada, and Bank of Japan's Monetary Policy Trajectory
|
Mar 03, 2023 |
|
Japan's Monetary Policy in the Spotlight: Retail Sales, Industrial Production, and the Evolution of Yield Curve Control
|
Feb 24, 2023 |
|
US Rate Repricing Conundrum and the Impact of Global Factors on Financial Markets
|
Feb 17, 2023 |
|
Inflation and Labor Market Dynamics Take Center Stage in the US
|
Feb 10, 2023 |
|
Central Bank Policy Decisions Dominate Financial Markets Next Week
|
Feb 03, 2023 |
|
A tale of three central banks
|
Jan 27, 2023 |
|
Is the Fed's hiking cycle coming to an end? An important period of reflection, with implications for global risk sentiment.
|
Jan 20, 2023 |
|
Inflation, growth, and monetary policy at forefront of market debate as Q4 earnings and data releases loom
|
Jan 13, 2023 |
|
A big week for macroeconomics and markets
|
Dec 12, 2022 |
|
Inflation and the US Dollar
|
Dec 02, 2022 |
|
A shift in focus from inflation to growth
|
Nov 25, 2022 |
|
Will markets be in a thankful mood next week?
|
Nov 18, 2022 |
|
UK Data and the Autumn Statement
|
Nov 11, 2022 |
|
What is next for UK growth and US inflation?
|
Nov 04, 2022 |
|
A significant week for global monetary policy
|
Oct 28, 2022 |
|
It's all about Central Banks
|
Sep 16, 2022 |
|
Inflation, economic data and a time to reflect
|
Sep 09, 2022 |
|
It's all about the ECB
|
Sep 02, 2022 |
|
What next for the 3 engines of global growth?
|
Aug 26, 2022 |
|
What is the outlook for China onshore bonds?
|
Aug 17, 2022 |
|
Summer data from the Bank of England, China and the Fed
|
Aug 12, 2022 |
|
Will the US see light at the end of the inflation tunnel?
|
Aug 05, 2022 |
|
Which 4 themes will influence markets in August?
|
Aug 03, 2022 |
|
The Bank of England, Non-Farm Payrolls & China
|
Jul 29, 2022 |
|
What are the 3 big stories we will be following next week?
|
Jul 15, 2022 |
|
Economic divergence - What next for Europe?
|
Jul 08, 2022 |
|
Will this be a P.I.G. week for markets?
|
Jun 24, 2022 |
|
What can we expect from Central Banks this week?
|
Jun 17, 2022 |
|
How is the evolution of the inflationary reaction function playing out?
|
Jun 10, 2022 |
|
Renminbi Review: How will the recent policy announcements impact Chinese markets?
|
Jun 10, 2022 |
|
Are the odds of a soft landing in the US improving?
|
May 27, 2022 |
|
Has the Fed tightening cycle been fully priced by markets?
|
May 20, 2022 |
|
Could Japanese inflation exceed the Bank of Japan target next week?
|
May 13, 2022 |
|
What 3 things should investors watch for in markets next week?
|
May 06, 2022 |
|
Will next week be a game of 3 halves for Central Banks?
|
Apr 29, 2022 |
|
How are Central Bank narratives impacting markets?
|
Apr 22, 2022 |
|
Growth: What are the implications of monetary policy response to inflation?
|
Apr 08, 2022 |
|
Diverging forces within markets and macroeconomics
|
Apr 01, 2022 |
|
Central Bank commentators, China data & Non-Farm Payrolls
|
Mar 25, 2022 |
|
Focus on the Bank of England
|
Mar 18, 2022 |
|
Chinese economic data and all eyes on the Federal Reserve
|
Mar 11, 2022 |
|
US CPI, European data and the ECB
|
Mar 04, 2022 |
|
How are Central Banks reacting to the inflationary and geopolitical environment?
|
Feb 25, 2022 |
|
Growth, inflation and monetary policy debate in focus
|
Feb 18, 2022 |
|
Growth, Inflation & Credit
|
Feb 11, 2022 |
|
Renminbi Review - What could economic and policy divergence mean for Chinese assets?
|
Feb 10, 2022 |
|
The US and China - 3 themes for the month ahead
|
Feb 07, 2022 |
|
A big week for data
|
Jan 28, 2022 |
|
The property sector and corporate defaults will pose challenges for China
|
Jan 27, 2022 |
|
The Chinese economy will remain divergent from much of the rest of the world
|
Jan 25, 2022 |
|
Inflation, growth and geopolitics
|
Jan 21, 2022 |
|
How long will the RMB remain strong?
|
Jan 20, 2022 |
|
China onshore bonds: 2022 Outlook
|
Jan 19, 2022 |
|
United Kingdom economic data, Europe and the United States
|
Jan 14, 2022 |
|
A big week for Central Banks
|
Dec 13, 2021 |
|
Omicron & The Federal Reserve
|
Dec 03, 2021 |
|
US employment report & Covid variants
|
Nov 26, 2021 |
|
Thanksgiving - a strong US backdrop while Europe suffers
|
Nov 19, 2021 |
|
UK employment and retail sales data, China, and US inflation continues to dominate
|
Nov 15, 2021 |
|
Fireworks - the Bank of England, US CPI and Fed Chair nomination, and Europe investor confidence
|
Nov 05, 2021 |
|
Markets spooked by inflation - the Reserve Bank of Australia, the Bank of England, The Fed and US Payrolls
|
Oct 29, 2021 |
|
The UK budget, the ECB October meeting, Eurozone CPI and US PCE
|
Oct 22, 2021 |
|
China Q3 GDP and retail sales data, the UK and GBP, and global PMIs
|
Oct 15, 2021 |
|
The Bank of England, UK employment report, US CPI, Fed Minutes, and the ECB
|
Oct 08, 2021 |
|
Central Bank divergence, politics, geopolitics and US payroll data
|
Oct 01, 2021 |
|
German elections, China's September PMI data and a shift to the US
|
Sep 24, 2021 |
|
Geopolitics, Central Banks and Growth
|
Sep 17, 2021 |
|
UK Social Care Levy, China and a focus on politics
|
Sep 10, 2021 |
|
Central banks, data from Europe and China, and focus on US policy
|
Sep 03, 2021 |
|
Growth, Policy and Risk - China PMIs, US payroll data and Labor Day
|
Aug 27, 2021 |
|
Global trade and China, US inflation and UK GDP
|
Aug 06, 2021 |
|
Bank of England, RBA and US Non Farm Payrolls
|
Jul 30, 2021 |
|
Amidst exacerbated fears of growth slowdown - the Fed, US PCE and Q2 GDP prints for the US and Europe
|
Jul 23, 2021 |
|
The RBA, BoJ, ECB, global PMIs and UK retail sales
|
Jul 16, 2021 |
|
The ECB, PBoC and the Fed - a busy week ahead
|
Jul 09, 2021 |
|
UK GDP, the Fed's minutes, services PMI, German ZEW and the Reserve Bank of Australia
|
Jul 02, 2021 |
|
China PMI, the US employment report and the global theme of normalisation
|
Jun 25, 2021 |
|
UK monetary policy, June PMI and reopening momentum, and the Fed's implications for EM
|
Jun 18, 2021 |
|
Are defaults in China a good thing?
|
Jun 14, 2021 |
|
What does supply and demand look like in the China onshore bond market?
|
Jun 07, 2021 |
|
The Bank of Canada, the ECB's June meeting and China trade data's global implications
|
Jun 03, 2021 |
|
Why should China onshore bonds be considered a safe-haven asset?
|
Jun 01, 2021 |
|
China's May PMI, the Reserve Bank of Australia and the US employment report
|
May 28, 2021 |
|
Categorising China - the winner of 2020?
|
May 24, 2021 |
|
Inflation & growth differentials
|
May 21, 2021 |
|
Is the term 'Emerging Markets' outdated?
|
May 17, 2021 |
|
China data, UK inflation and unemployment figures and Europe PMI
|
May 14, 2021 |
|
Portfolio Managers' Questions
|
May 12, 2021 |
|
The European recovery, UK Q1 GDP, inflation and US CPI
|
May 07, 2021 |
|
The Bank of England's inflation report, UK local elections and US employment figures
|
Apr 30, 2021 |
|
The Fed, US and Europe Q1 GDP estimates, and China's PMI
|
Apr 24, 2021 |
|
UK unemployment figures and the ECB
|
Apr 17, 2021 |