
Given the steepening yield curve, what’s the outlook for Financials - Start? Companies mentioned Curtis Banks & Mattioli Woods
Other sectors & stocks discussed:
Technology & software - 04:05. Accesso & Equals 07:15
What about China’s growth prospects - 08:40?
Healthcare - 12:25. Yourgene, Volex, SourceBio (14:50), EFK Diagnostics & Venture Life (16:05)
Capex cycle & Industrials - 20:35. Avingtrans & Spirax‐Sarco
Consumer - 25:15. Senior, Michelmersh Brick (30:30), Tekmar (32:25), Brickability (32:45) & Marks Electrical (33:05)
When will the Federal Reserve & BoE hike rates & by how much - 35:55?

