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Eurizon SLJ CapitalAuthor: Eurizon SLJ Capital
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From the Bank of England to the Fed: Policy Under Pressure
Episode 11
Friday, 13 March, 2026
Matt Jones and Neil Staines discuss a complex global macro backdrop dominated by the Iran conflict’s impact on oil, inflation expectations, yields, equities, and growth, with market focus shifting to a heavy week of central bank meetings. In the UK, weak sales, house prices, and a softer January GDP print reinforce growth concerns; despite markets repricing toward possible Bank of England hikes, Staines sees a high bar given weakening growth and reduced fiscal space, though statement language will be closely parsed. Elsewhere, the RBA is expected to bring forward a 25bp hike, while the Bank of Canada, SNB, Riksbank, and ECB are broadly expected to hold rates amid differing inflation and growth dynamics. The Fed is seen as most consequential, with unchanged rates expected but close attention on updated projections and dots amid a weaker revised Q4 GDP and ongoing geopolitical risks.00:00 Welcome and Setup00:27 UK Outlook and BoE Watch02:24 Global Central Bank Roundup05:19 Fed Focus and US Data07:19 Weekend Watchlist Sports08:32 Long and Short Picks08:52 Wrap Up and DisclosuresThe opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives. It has not been prepared in accordance with legal and regulatory requirements designed to promote the independence of investment research and is not subject to any prohibition on dealing ahead of the dissemination of investment research. It does not constitute research on investment matters and should not be construed as containing any recommendation, advice or suggestion, implicit or explicit, for any investment strategy or financial instruments, the issuers of any financial instruments, or a solicitation, offer or financial promotion relating to any securities or investments. ESLJ and its affiliates do not assume any liability whatsoever for the contents of this podcast and do not make any representation or warranty as to the accuracy or completeness of any information contained in this communication.
