Timestamps
00:00 The outlook for #cpi , interest rates, #equities & Q2 corporate earnings
04:01 When will wage #inflation roll over?
12:13 Which sectors will be the next winners & losers?
12:33 Technology - NVIDIA
16:33 Healthcare - GSK
19:22 Oil stocks & miners
25:16 How deep will the recession be, when will it start?
31:50 Consumer staples & cruise liners
33:52 Banks – UBS, Barclays & Lloyds Banking Group
40:21 Industrials
42:09 Insurers – AXA and Legal & General
44:18 Where is #sterling heading & what indicators should investors watch?
Disclosure: I was paid by Vox Markets to record this interview.
Thanks for posting this Paul. Chris Watling and Edmund Shing were very impressive. I guess the key question, at least for me, is how high will the GBP go. I would be surprised to see it go above its 2016 high of $1.70 and my personal guess is that it will more likely peak much lower around the $1.43 level of 2018. The other take-away is 'buy mining stocks whilst commodity prices are low'. Copper, nickel and tin are good prospects (think solar panels).
