Outlook for equities 00:00
Impact of Sterling weakness. 03:00
Ukraine / Russia war. 05:05
Where will US interest rates peak? 09:45
Sustainability of China's zero Covid policy. 12:10
Will there be a mild or hard recession? 14:55
What will be the impact on future corporate earnings? 18:35
How much has already been priced into equities? 21:20
Is there anything else to worry about? 22:35
Avingtrans. 26:55
Ashtead Technology. 30:30
Who is going to replace Boris Johnson? 34:45
Singer Capital Markets Monthly Macro Update - July 2022
Jul 8, 2022Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.