Japan, US, and China Perspectives

Eurizon SLJ Capital

In the edition of 'The Long and Short of the Week Ahead', a production of Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the upcoming slower week for dominant global macroeconomic data releases. They note a possible shift of focus from the US to Japan, specifically focusing on the release of the Japanese CPI for January and the implications for the removal of negative interest rate policies. Australian CPI and the RBNZ's expected unchanged rates are also highlighted. The conversation continues into high profile equity moves in the U.S. and discusses the impact of China reopening after the New Year. Upcoming U.S. events, like the release of PCE inflation and U.S. ISM manufacturing, are also expected to hold significance. Lastly, they discuss upcoming sports events for the weekend.
00:00 Introduction and Welcome
00:29 Global Macroeconomic Data Releases
00:49 Focus on Japan's Economy
02:04 Australian CPI and RBNZ Rates
02:27 Equity Market Sentiment
03:01 China's Economic Outlook
04:13 US Monetary Policy Trajectory
05:48 Weekend Sports Highlights
06:41 Closing Remarks and Future Insights
07:00 Disclaimer

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.