Name: Will there be a mild or hard recession?
Uploaded: 2022-07-08T08:57:42.312916+00:00
Duration: 2160 s
Channel: Vox Markets
Description: Will there be a mild or hard recession?

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/117/004117/video_q0ZumO5.mp4#t=895

Vox Markets

Will there be a mild or hard recession?

Outlook for equities.

Impact of Sterling weakness

Ukraine / Russia war

Where will US interest rates peak?

Sustainability of China's zero Covid policy

How much has already been priced into equities?

Is there anything else to worry about?

Avingtrans (AVG) - Singer Capital Markets Monthly Macro Update - July 2022

Ashtead Technology (AT) - Singer Capital Markets Monthly Macro Update - July 2022

Who is going to replace Boris Johnson?

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

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

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/117/004117/video_q0ZumO5.mp4