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Eurizon SLJ Capital
  • Being Eurizon
  • Investments
    • Investments Overview
    • Local Emerging Markets Debt Strategy
    • Bond Aggregate RMB Strategy
    • Enhanced Currency Strategy
    • Global Macro Strategy
  • Research
    • Research
    • Advisory Services
    • The Dollar Smile
      • The problem is debt, not the debt ceiling
      • Rapid Erosion of USD Dominance as a Reserve Currency
  • Insights
    • Insights
    • Podcasts
  • Our Team
  • Media

Podcasts

Cuts Delayed, Cuts Ahead: The UK and US in Focus

By Matt Jones | September 12, 2025

Episode 172: Cuts Delayed, Cuts Ahead: The UK and US in Focus: UK – Fiscal Tightening Delayed, Monetary Cuts Deferred, Global – Complex Growth Dynamics Across Regions

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Europe’s Fiscal Uncertainty Meets America’s Data-Driven Debate

By Matt Jones | September 5, 2025

Episode 171: Europe’s Fiscal Uncertainty Meets America’s Data-Driven Debate. Fiscal Policy – Europe and the UK, ECB and European Outlook, US Jobs and Monetary Policy

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Jobs, Politics, Inflation, and Confidence

By Matt Jones | August 29, 2025

Episode 170: Jobs, Politics, Inflation, and Confidence: United Kingdom: Fiscal Strain and Growth Risks, Europe & Japan: Politics Meets Policy, United States: Payrolls Take Centre Stage

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Unemployment, Inflation, and the Policy Path Ahead

By Matt Jones | August 22, 2025

Episode 169: Unemployment, Inflation, and the Policy Path Ahead: Global Central Bank Dynamics, Data Watch: The Week Ahead, Macro Focal Points

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Rate Cuts, Data Disappointments, and a Wait-and-See Fed

By Matt Jones | August 15, 2025

Episode 168: Rate Cuts, Data Disappointments, and a Wait-and-See Fed: Global Growth & Trade Outlook, UK Economic Picture & Policy Implications…

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Tariffs, Tightening, and Turning Points

By Matt Jones | August 8, 2025

Episode 167: Tariffs, Tightening, and Turning Points. US Outlook – Tariffs, Growth, and Inflation Risks. Global Watch – China Data and Australian Rate Cut Prospects.

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Macro Pressure Points: UK Wobbles, Japan Shifts, ECB Pauses

By Matt Jones | July 18, 2025

Episode 166: Macro Pressure Points: UK Wobbles, Japan Shifts, ECB Pauses. UK: Inflation Surprises & a Sliding Economy,Global: From Japan’s Politics to the ECB’s Pause

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From Tariffs to Tests: A Packed Week for Markets and the UK

By Matt Jones | July 11, 2025

Episode 165: UK, Australia & New Zealand: Easing Biases and Fiscal Shifts, US: Hard vs. Soft Data, Fiscal Clarity, and Tariff Tensions, Trade Risk: Undervalued Threats Ahead of the Tariff Deadline

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Monetary Easing, Market Complacency, and the July 9 Trade Reckoning

By Matt Jones | July 4, 2025

Episode 165: UK, Australia & New Zealand: Easing Biases and Fiscal Shifts, US: Hard vs. Soft Data, Fiscal Clarity, and Tariff Tensions, Trade Risk: Undervalued Threats Ahead of the Tariff Deadline

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Rates, Risks & the Sintra Setup: A Global Macro Realignment

By Matt Jones | June 27, 2025
Rates, Risks & the Sintra Setup: A Global Macro Realignment

Episode 164: US Data and Macro Focus, The Sintra Summit and Global Central Bank Watch, Geopolitics, Fiscal Policy, and Trade Dynamics

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Older Posts »

Recent Posts

  • Cuts Delayed, Cuts Ahead: The UK and US in Focus
  • The Fed’s Record on Inflation Control: Not Great
  • My thoughts on currencies, September 2025
  • Fiscal Dominance and the End of Central Bank Hyper-Power
  • Europe’s Fiscal Uncertainty Meets America’s Data-Driven Debate

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