Name: Does the commodity super cycle still have legs?
Uploaded: 2023-06-08T12:58:38.850720+00:00
Duration: 2912 s
Channel: Vox Markets
Description: Does the commodity super cycle still have legs?

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/899/005899/video_TMhZV4U.mp4#t=1955

Vox Markets

Does the commodity super cycle still have legs?

Equity outlook

With the VIX at 15, is it time to consider buying cheap downside protection?

Key takeaways from Q1’23 earnings season.

Is the banking crisis over?

What about fixed income?

How sustainable is today’s AI mania? Who will be the losers?

Where is AI being used in the capital markets?

Has China’s reopening stalled?

Where is oil heading?

Health of the consumer

Are small/mid stocks attractively priced?

Currency outlook

What to monitor over the next month?

Find out in this fascinating discussion, where capital market experts Chris Watling (CEO Longview Economics) & Edmund Shing (CIO BNP Paribas Wealth Management) believe interest rates, inflation & equities are heading. Alongside highlighting which sectors & stocks currently look attractive.

Equity outlook. Start
With the VIX at 15, is it time to consider buying cheap downside protection? 02:28
Key takeaways from Q1’23 earnings season. 03:24
Is the banking crisis over? 08:24
What about fixed income? 10:57
How sustainable is today’s AI mania? Who will be the losers? 15:21
Where is AI being used in the capital markets? 20:45
Has China’s reopening stalled? 26:30
Does the commodity super cycle still have legs? 32:35
Where is oil heading? 33:30
Health of the consumer. 38:35
Are small/mid stocks attractively priced? 40:15
Currency outlook. 41:03
What to monitor over the next month? 44:30

Find out in this fascinating discussion, where capital market experts Chris Watling (CEO Longview Economics) &amp; Edmund Shing (CIO BNP Paribas Wealth Management) believe interest rates, inflation &amp; equities are heading. Alongside highlighting which sectors &amp; stocks currently look attractive.Equity outlook. Start With the VIX at 15, is it time to consider buying cheap downside protection? 02:28 Key takeaways from Q1’23 earnings season. 03:24 Is the banking crisis over? 08:24 What about fixed income? 10:57 How sustainable is today’s AI mania? Who will be the losers? 15:21 Where is AI being used in the capital markets? 20:45 Has China’s reopening stalled? 26:30 Does the commodity super cycle still have legs? 32:35 Where is oil heading? 33:30 Health of the consumer. 38:35 Are small/mid stocks attractively priced? 40:15 Currency outlook. 41:03 What to monitor over the next month? 44:30

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/899/005899/video_TMhZV4U.mp4