Global Macro at a Crossroads: From US Inflation to Japan's Big Decision

Eurizon SLJ Capital

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines discuss key macroeconomic themes influencing financial markets. They highlight the inauguration of the Trump administration as a major event, alongside discussions on US inflation trends, retail sales, and GDP data. The episode also covers weak economic data from the UK, an encouraging economic outlook for China, and predictions for the Bank of Japan's upcoming policy decisions. Additionally, the show provides a snapshot of upcoming global political and economic events.
00:00 Introduction and Overview
00:46 Global Macro Perspective
00:55 US Economic Data Insights
02:05 UK Economic Data Analysis
02:37 China's Economic Performance
02:47 Upcoming Week's Key Events
03:41 Focus on Japan
05:37 Trump Administration's Impact
07:56 Conclusion and Closing Remarks

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