Name: What is the fair value for the S&P500?
Uploaded: 2023-04-05T11:47:05.412056+00:00
Duration: 3712 s
Channel: Vox Markets
Description: What is the fair value for the S&P500?

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/809/005809/video_ZhZhdO3.mp4#t=845

Vox Markets

What is the fair value for the S&P500?

Outlook for GDP, inflation & equities

Where are corporate earnings heading?

Will the Federal Reserve come to the rescue again?

Should investors fade or trade the banks?

Equally what about megacap tech?

What might happen, if there was ever a ceasefire in Ukraine?

View on currencies

Opportunities in gold & silver.

Sovereign & corporate debt.

French stocks

Insurers, AXA & US regional banks

Industrials

Semiconductors

Big Pharma

What to watch out for over the next month

If you want to know what’s likely to happen with the economy & capital markets over the next year, then ask the experts.

Indeed that is exactly what I did in this month’s Special Easter edition of ‘Macro Investing’ with Chris Watling (CEO Longview Economics) and Edmund Shing (CIO BNP Paribas Wealth Management).

Outlook for GDP, inflation & equities. Start
Where are corporate earnings heading? 05:20
Will the Federal Reserve come to the rescue again? 10:00
What is the fair value for the S&P500? 14:05
Should investors fade or trade the banks? 19:30
Equally what about megacap tech? 23:00
What might happen, if there was ever a ceasefire in Ukraine? 25:50
View on currencies. 30:00
Opportunities in gold & silver. 31:55
Sovereign & corporate debt. 38:20
French stocks. 41:30
Insurers, AXA & US regional banks. 43:30
Industrials. 52:50
Semiconductors. 54:35
Big Pharma. 57:30
What to watch out for over the next month. 58:10

If you want to know what’s likely to happen with the economy &amp; capital markets over the next year, then ask the experts.Indeed that is exactly what I did in this month’s Special Easter edition of ‘Macro Investing’ with Chris Watling (CEO Longview Economics) and Edmund Shing (CIO BNP Paribas Wealth Management).Outlook for GDP, inflation &amp; equities. Start Where are corporate earnings heading? 05:20 Will the Federal Reserve come to the rescue again? 10:00 What is the fair value for the S&amp;P500? 14:05 Should investors fade or trade the banks? 19:30 Equally what about megacap tech? 23:00 What might happen, if there was ever a ceasefire in Ukraine? 25:50 View on currencies. 30:00 Opportunities in gold &amp; silver. 31:55 Sovereign &amp; corporate debt. 38:20 French stocks. 41:30 Insurers, AXA &amp; US regional banks. 43:30 Industrials. 52:50 Semiconductors. 54:35 Big Pharma. 57:30 What to watch out for over the next month. 58:10

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/809/005809/video_ZhZhdO3.mp4