Eurizon SLJ Capital

163 - Post-Election Contrarian Views: Inflation or Disinflation? Dollar Strength or Weakness?

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Providing first-hand emerging and developed market insights with a global context of how the world views these markets.

More episodes

163 - Post-Election Contrarian Views: Inflation or Disinflation? Dollar Strength or Weakness?

Fri, 08 Nov 2024
162 - The Intersection of Fiscal Policies, Central Banks, and the US Election

Fri, 01 Nov 2024
161 - Fiscal Policies and Election Economics: Insights from the UK, US, and Japan

Fri, 25 Oct 2024
160 - UK Budget, Bank of England & Global Macro Volatility

Fri, 18 Oct 2024
159 - UK Growth, China Stimulus, and ECB Expectations

Fri, 11 Oct 2024
158 - China, Europe, US, and global geopolitics, all in focus

Fri, 04 Oct 2024
157 - China's Stimulus, European Data, and US Employment Data

Fri, 27 Sep 2024
156 - Fed's Recalibration: Impacts on Markets and Global Economy

Fri, 20 Sep 2024
155 - ECB's Cautious Path, UK CPI Focus, and US Fed's Rate Cut Predictions

Fri, 13 Sep 2024
154 - UK data back on the radar as markets wait for US CPI & the ECB

Fri, 06 Sep 2024
153 - A big week for data across emerging markets

Fri, 30 Aug 2024
152 - An Emerging Markets takeover week

Fri, 23 Aug 2024
151 - An intense week ahead

Fri, 16 Aug 2024
150 - A complex week for global data

Fri, 09 Aug 2024
149 - Policy shifts & Volatility

Fri, 02 Aug 2024
148 - The Bank of England & US Data

Fri, 26 Jul 2024
147 - Rates, Inflation, and Market Volatility

Fri, 19 Jul 2024
146 - Jobs week, Data & Politics: A preview

Fri, 28 Jun 2024
145 - Politics + Policy + Markets = Complexity

Fri, 21 Jun 2024
144 - The ECB rate cut, Fed projections & the BOE

Fri, 07 Jun 2024
143 - A big week for the US, ECB & Global Economy

Fri, 31 May 2024
142 - Central Banks, Ballots, and Inflation

Fri, 24 May 2024
141 - Central Banks, Elections, and Market Trends

Fri, 17 May 2024
140 - Global Economy & Bank Rates: What's Next?

Fri, 10 May 2024
139 - Central Banks and the balance of risks

Fri, 03 May 2024
138 - Policymakers at a complex juncture

Fri, 26 Apr 2024
137 - Markets question underlying growth

Fri, 19 Apr 2024
136 - A huge week for the UK (and other markets..)

Fri, 12 Apr 2024
135 - Where next for Global Central Banks?

Fri, 05 Apr 2024
134 - Central Bank Meetings & Market Impact

Fri, 22 Mar 2024
133 - Japan & the FOMC: Focus on Central Banks

Fri, 15 Mar 2024
132 - UK Data, ECB Meeting, and US Market Trends

Fri, 08 Mar 2024
131 - Spotlight on the UK Budget and ECB Policy

Fri, 01 Mar 2024
130 - Japan, US, and China Perspectives

Fri, 23 Feb 2024
129 - Navigating the Next Week: Global Trends and Central Bank Minutes

Fri, 16 Feb 2024
128 - Macroeconomic Themes and Central Bank Decisions

Fri, 09 Feb 2024
127 - Dovish Monetary Policies and Global Macro Market Outlook

Fri, 02 Feb 2024
126 - Central Banks in Focus: Deciphering the ECB, Bank of England, and Fed's Next Moves

Fri, 26 Jan 2024
125 - Closing the Books on 2023: Global Markets Unveiled in the Year's Final Financial Podcast

Fri, 08 Dec 2023
124 - A big week for data: Europe's Rate Repricing, RBA's Monetary Policy, and U.S. Labor Market in the Spotlight

Fri, 01 Dec 2023
123 - Global Growth Dynamics in Focus: PMI Data, Central Bank Speeches, and Key U.S. Reports Shape the Week Ahead

Fri, 24 Nov 2023
122 - Fed Minutes and Beyond: Unpacking the Latest Developments in U.S. Financial Markets

Fri, 17 Nov 2023
121 - A big week for data: UK Earnings, German ZEW, China's Rebound, and US CPI Data

Fri, 10 Nov 2023
120 - Market Sentiment Shifts: Dovish Central Banks, China's Stabilization, and Growth Forecasts

Fri, 03 Nov 2023
119 - U.S. Economic Data, Central Banks' Moves & Fed's Outlook: A Pivotal Week Ahead

Fri, 27 Oct 2023
118 - October PMIs, U.S. Q3 GDP & Tech Earnings: Navigating Global Uncertainties

Fri, 20 Oct 2023
117 - UK Data, Global Indicators, and the Fed's Evolving Narrative

Fri, 13 Oct 2023
116 - A Big Week - Depending on Data

Fri, 29 Sep 2023
115 - Central Bank & Market Reflections

Fri, 22 Sep 2023
114 - Policy (not data) dependent

Fri, 15 Sep 2023

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