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Navigating the Next Week: Global Trends and Central Bank Minutes
Manage episode 401333203 series 2932932
In this episode of 'The long and short of the week ahead' presented by Eurizon SLJ Capital, Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager, discuss the macroeconomic factors that will impact the world economy in the coming week. They discuss the minutes from the meetings of various central banks including the RBA, ECB and FOMC, indicating how they may influence their policies. They also delve into data releases and how they will shape the ongoing central bank debate, with a particular emphasis on PMI and ECB negotiated wage settlement data. The podcast also addresses key events impacting the global equity markets, like AI developments and the Chinese New Year celebrations. Matt and Neil then discuss their personal plans for the weekend, which broadly cover sports events.
00:00 Introduction and Welcome
00:24 Central Bank Policy Meeting Minutes
00:56 RBA, ECB, and FOMC Meeting Insights
02:50 Data Releases and Central Bank Debate
03:20 Global PMI Data and ECB Wage Settlement Data
04:11 Market Factors and Events
04:29 Equity Market and AI Momentum
05:00 Return of China and Market Sentiment
05:44 Weekend Sports Highlights
06:40 Closing Remarks and Future Outlook
07:07 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.
146集单集
Manage episode 401333203 series 2932932
In this episode of 'The long and short of the week ahead' presented by Eurizon SLJ Capital, Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager, discuss the macroeconomic factors that will impact the world economy in the coming week. They discuss the minutes from the meetings of various central banks including the RBA, ECB and FOMC, indicating how they may influence their policies. They also delve into data releases and how they will shape the ongoing central bank debate, with a particular emphasis on PMI and ECB negotiated wage settlement data. The podcast also addresses key events impacting the global equity markets, like AI developments and the Chinese New Year celebrations. Matt and Neil then discuss their personal plans for the weekend, which broadly cover sports events.
00:00 Introduction and Welcome
00:24 Central Bank Policy Meeting Minutes
00:56 RBA, ECB, and FOMC Meeting Insights
02:50 Data Releases and Central Bank Debate
03:20 Global PMI Data and ECB Wage Settlement Data
04:11 Market Factors and Events
04:29 Equity Market and AI Momentum
05:00 Return of China and Market Sentiment
05:44 Weekend Sports Highlights
06:40 Closing Remarks and Future Outlook
07:07 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.
146集单集
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