Name: How much has already been priced into equities?
Uploaded: 2022-07-08T08:57:42.312916+00:00
Duration: 2160 s
Channel: Vox Markets
Description: How much has already been priced into equities?

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/117/004117/video_q0ZumO5.mp4#t=1280

Vox Markets

How much has already been priced into equities?

Outlook for equities.

Impact of Sterling weakness

Ukraine / Russia war

Where will US interest rates peak?

Sustainability of China's zero Covid policy

Will there be a mild or hard recession?

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