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

11d ago 21:53

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Innehåll tillhandahållet av jruss88 and Vox Markets Podcast. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av jruss88 and Vox Markets Podcast eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.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 episoder

#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 11d ago

Dela

MP3•Episod hem

Innehåll tillhandahållet av jruss88 and Vox Markets Podcast. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av jruss88 and Vox Markets Podcast eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.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 episoder

#Trading #Business #Vox Markets #Need To Know

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