Markets question underlying growth

Eurizon SLJ Capital

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital delve into recent geopolitical events, earning season volatility, and the intersection of growth, inflation, and interest rates.
They discuss the market's reaction to these factors, the IMF's upgraded global growth forecasts, and look ahead to next week's key economic indicators, including global PMIs, German IFO data, consumer confidence in the UK and France, and potential interventions by the Bank of Japan.
The episode also covers major points for the US, including Q1 GDP data, the PCE inflation measure, and upcoming earnings releases from major tech companies.
00:00 Introduction to the Week Ahead
00:30 Geopolitical and Market Volatility Insights
01:49 Global Growth Forecasts and Economic Indicators
03:50 US Economic Focus: GDP and Inflation
05:09 Earnings Season and Market Expectations
06:39 Closing Remarks and Future Insights

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.