1866: Macro Matters: Why The UK Could Be Past The Point Of Maximum Pessimism The Vox Markets podcast

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1866: Macro Matters: Why the UK could be past the point of maximum pessimism

13d ago 21:53

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Contenuto fornito da jruss88 and Vox Markets Podcast. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da jruss88 and Vox Markets Podcast o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In our regular catchup on all things macroeconomic, Singer’s Jamie Constable and Vox Markets’ John Hughman talk about why things might be about to brighten up across the UK economy and stock markets, and how investors should be positioned to take advantage of the recovery.0:26 Inflation and the market divergence in markets between the US and UK
1:46 Why recent negative commentary about the UK market could prove point of maximum pessimism as flows return
4:04 Why the higher near-term possibility of UK than US rate cuts is driving investment flows back to the UK
6:32 Signs of economic recovery in the UK, including expanding services PMI
9:43 Factors that may discourage the BoE from a rate cut, and why UK inflation is likely to continue falling
12:51 What sectors are likely to be the beneficiaries of a return of flows into the UK
18:37 Why defence is a sector that investors can’t afford to ignore

… continue reading

1885 episodi

#Trading #Business #Vox Markets #Need To Know

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1866: Macro Matters: Why the UK could be past the point of maximum pessimism

The Vox Markets Podcast

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published 13d ago

Condividi

MP3•Pagina principale dell'episodio

Contenuto fornito da jruss88 and Vox Markets Podcast. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da jruss88 and Vox Markets Podcast o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In our regular catchup on all things macroeconomic, Singer’s Jamie Constable and Vox Markets’ John Hughman talk about why things might be about to brighten up across the UK economy and stock markets, and how investors should be positioned to take advantage of the recovery.0:26 Inflation and the market divergence in markets between the US and UK
1:46 Why recent negative commentary about the UK market could prove point of maximum pessimism as flows return
4:04 Why the higher near-term possibility of UK than US rate cuts is driving investment flows back to the UK
6:32 Signs of economic recovery in the UK, including expanding services PMI
9:43 Factors that may discourage the BoE from a rate cut, and why UK inflation is likely to continue falling
12:51 What sectors are likely to be the beneficiaries of a return of flows into the UK
18:37 Why defence is a sector that investors can’t afford to ignore

… continue reading

1885 episodi

#Trading #Business #Vox Markets #Need To Know

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