Name: Semiconductors
Uploaded: 2023-04-05T11:47:05.412056+00:00
Duration: 3712 s
Channel: Vox Markets
Description: Semiconductors

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/809/005809/video_ZhZhdO3.mp4#t=3275

Vox Markets

Semiconductors

Outlook for GDP, inflation & equities

Where are corporate earnings heading?

Will the Federal Reserve come to the rescue again?

What is the fair value for the S&P500?

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

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