In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the key macroeconomic themes and data to watch in the upcoming week. As the US has a quiet week with President's Day and the end of the earnings season, the focus shifts internationally. Key data includes Japanese Q4 GDP, rate decisions from the RBA and RBNZ, and Japanese CPI. Global flash PMIs and the German election will also be closely monitored. The discussion touches on the implications of US policy on tariffs and the Russia-Ukraine situation, noting a shift towards a more negotiated and less confrontational path on tariffs. The UK economic outlook is also explored with significant upcoming data releases and their impact on the Bank of England's monetary policy.

00:00 Introduction to Global Macro Factors
00:30 Welcome and Introductions
00:55 Upcoming Week's Global Economic Data
03:27 Focus on Tariffs and Geopolitical Themes
06:22 UK Economic Data and Bank of England Outlook
08:49 Conclusion and Closing Remarks

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