The ECB rate cut, Fed projections & the BOE

Eurizon SLJ Capital

This episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, hosted by Matt Jones, features insights by Senior Portfolio Manager Neil Staines. They discuss the ECB's historic 25 basis point rate cut, its impacts on market sentiment, and the inflation and growth forecasts for 2024. The potential effects on UK and US markets are examined, including key economic indicators like UK's unemployment rate and the upcoming US CPI print. The episode also touches on notable sporting events for the weekend, emphasizing the interconnectedness of global economic trends and professional investment strategies.
00:00 Introduction and Welcome
00:30 ECB Rate Cuts and Market Impact
02:25 UK Economic Outlook and Upcoming Data
03:50 US Labor Market and Fed Expectations
06:59 Conclusion and Closing Remarks

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.