Post-Election Contrarian Views: Inflation or Disinflation? Dollar Strength or Weakness?

Eurizon SLJ Capital

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the sell-side narrative surrounding Trump's impact on the markets, central bank activities in various countries, and key macroeconomic data to watch in the upcoming week. The discussion also touches on the potential implications of US fiscal and monetary policy interactions on the dollar and broader market trends.
00:00 Introduction and Market Overview
00:25 Welcome and Introductions
00:50 Central Bank Activities and Policies
03:07 Upcoming Macro Data and Market Focus
04:33 US Election Impact on Markets
08:01 Conclusion and Closing Remarks

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