Markets Brace for the Fed: Volatility and the Path to 2025

Eurizon SLJ Capital

In this episode of 'The Long and Short of the Week Ahead' from Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the week's macroeconomic themes, focusing on recent central bank actions and their implications for developed and emerging markets. Key discussions include rate changes and outlooks from the ECB, RBA, Bank of Canada, and Swiss National Bank, alongside market expectations for the Fed and Bank of Japan. The episode also touches on UK's economic data and its impact on the Bank of England's policy moves. Additional topics include the potential market volatility and the future of interest rates.
00:00 Market Volatility and Rate Cuts Overview
00:17 Introduction to the Podcast
00:42 Developed Market Monetary Policy Activity
04:16 UK Economic Outlook
05:59 US and Japan Economic Focus
08:52 Conclusion and Upcoming Events
10:26 Final Remarks and Disclaimers

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