In this most recent instalment of his Monthly Macro Update, Singer Capital Markets (previously ‘N+1 Singer’) Chief Economist, Jamie Constable, discusses interest rate rises and delves into the infrastructure and housebuilding sectors.
Macro, inflation, equity & bond yield outlook (start)
Possible timing for future central bank tapering & interest rate rises 0:58
Why the UK infrastructure & housebuilder sector trades in bargain basement territory 04:30
European building materials distributor Grafton 07:30
Equipment rental specialists Vp & Speedy Hire 08:50
Premium brickmaker Michelmersh 11:30
Updates from niche engineer Avingtrans 13:10 & Gresham Technologies 14:30
What risks to watch out for over the summer 16:30
#GFTU #VP #SDY #MBH #AVG #GHT