Rates, Inflation, and Market Volatility

Eurizon SLJ Capital

Eurizon SLJ Capital에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Eurizon SLJ Capital 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

3M ago 8:51

MP3•에피소드 홈

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, discuss the key macroeconomic themes for the upcoming week. They analyze the recent ECB policy meeting and its implications for other developed markets and provide insights on US economic indicators like Q2 GDP and PCE. They also address the recent increase in equity market volatility and forecast upcoming earnings releases from major companies.

00:00 Introduction and Welcome

00:33 ECB Policy Meeting Insights

02:41 US Economic Outlook

04:31 Equity Market Volatility

07:38 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.

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