Name: Winning sectors in 2023, including commodities and quality industrials
Uploaded: 2022-12-16T12:17:36.347387+00:00
Duration: 1895 s
Channel: Vox Markets
Description: Winning sectors in 2023, including commodities and quality industrials

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/606/005606/video_iffbhWt.mp4#t=1683

Vox Markets

Winning sectors in 2023, including commodities and quality industrials

What this week’s interest rises mean for the markets and economy, and the outlook for inflation

The strong jobs market and its potential to keep inflation elevated

What’s going on with the dollar, and its effect on other asset classes

Signs of a global recession, and its possible length and depth

The difficulties faced by the Federal Reserve and the likelihood of a pivot

Opportunities in energy and infrastructure, and how indebted Western governments can pay for infrastructure renewal

Improved political stability in the UK, and the need for long-term government planning

The importance of reforms to the UK financial services industry to promote green finance and technology investment

Vox Markets talks to Jamie Constable of Singer Capital Markets about macroeconomic developments over the last month including a week in which central banks ramped up their hawkish rhetoric, and weigh up the likely winning sectors in 2023 as the world slides into recession.  

0:35 What this week’s interest rises mean for the markets and economy, and the outlook for inflation
5:35 The strong jobs market and its potential to keep inflation elevated
7:59 What’s going on with the dollar, and its effect on other asset classes
10:02 Signs of a global recession, and its possible length and depth
13:15 The difficulties faced by the Federal Reserve and the likelihood of a pivot
15:08 China’s slowdown, and the trend to reshoring and nearshoring
 21:49 Opportunities in energy and infrastructure, and how indebted Western governments can pay for infrastructure renewal
 23:43 Improved political stability in the UK, and the need for long-term government planning
26:25 The importance of reforms to the UK financial services industry to promote green finance and technology investment
28:03 Winning sectors in 2023, including commodities and quality industrials

Vox Markets talks to Jamie Constable of Singer Capital Markets about macroeconomic developments over the last month including a week in which central banks ramped up their hawkish rhetoric, and weigh up the likely winning sectors in 2023 as the world slides into recession. 0:35 What this week’s interest rises mean for the markets and economy, and the outlook for inflation 5:35 The strong jobs market and its potential to keep inflation elevated 7:59 What’s going on with the dollar, and its effect on other asset classes 10:02 Signs of a global recession, and its possible length and depth 13:15 The difficulties faced by the Federal Reserve and the likelihood of a pivot 15:08 China’s slowdown, and the trend to reshoring and nearshoring 21:49 Opportunities in energy and infrastructure, and how indebted Western governments can pay for infrastructure renewal 23:43 Improved political stability in the UK, and the need for long-term government planning 26:25 The importance of reforms to the UK financial services industry to promote green finance and technology investment 28:03 Winning sectors in 2023, including commodities and quality industrials

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/606/005606/video_iffbhWt.mp4