Given the World Bank downgraded 2022 global GDP forecasts to 2.9% on Tuesday, what's the outlook for equities? Start
How should investors be positioned going into Friday’s crucial US CPI print? 02:05
Is there a risk that President Biden’s tough rhetoric on inflation, puts the Federal Reserve into a box, & forces Jerome Powell to be overly hawkish? 04:40
When will US inflation fall back down to the Federal Reserve’s 2% target? 06:35
Have stock markets already discounted these risks? 10:05
Which companies look interesting at current levels?
FRP Advisory, Manolete & Begbies Traynor. 13:55
Eneraqua Technologies. 14:35
Calnex Solutions. 15:05
Hercules Site Services. 16:10
1Spatial. 16:30
activeops. 17:00
MPAC. 18:10
How will equities perform near term? 19:25
Will the Federal Reserve make a 2nd policy mistake? 22:40
Singer Capital Markets Monthly Macro Update - June 2022
Jun 10, 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.