In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital discuss global macroeconomic themes set to shape the upcoming week. They explore the Trump administration's fiscal policies, the impact of tariffs and trade relations with China, and the anticipated data releases, including CPI, PPI, and retail sales. The episode also delves into the UK's monetary policy following a recent rate cut by the Bank of England and its implications for inflation and economic growth. Additionally, the show touches on upcoming releases of Chinese economic data and the expected fiscal and monetary interactions in the US.

00:00 Introduction to Fiscal Policies and Market Views
00:27 Welcome and Introduction of Hosts
00:52 China's Economic Outlook and Global Impact
02:42 US Fiscal and Monetary Policy Analysis
05:07 UK Monetary Policy and Economic Projections
07:12 Weekend Sports Highlights and Closing Remarks

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