In this week's episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, hosts Matt Jones and Neil Staines delve into the upcoming global central bank meetings and their potential impact on monetary policy. With notable rate cuts from India and Poland, anticipated decisions from the RBA, Bank of Canada, Swiss National Bank, and emerging market banks like Brazil and Turkey, the episode provides comprehensive insights. Japan, China, Australia, and the UK's economic data are analysed for their impact on global markets. The discussion also previews the US Federal Reserve's forthcoming FOMC meeting and its fiscal implications for 2026. In closing, Matt and Neil touch on key weekend sports events, including Formula One, Premier League football, and the Ashes cricket series.
00:00 Introduction and Welcome
00:38 Global Monetary Policy Overview
02:53 Focus on Japan and China
03:41 UK and US Economic Outlook
05:55 Weekend Sports Highlights
07:11 Conclusion and Sign-Off

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.