Name: Consumer staples & cruise liners
Uploaded: 2023-07-13T12:23:33.512300+00:00
Duration: 2902 s
Channel: Vox Markets
Description: Consumer staples & cruise liners

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/022/006022/video_6IPolKS.mp4#t=1910

Vox Markets

Consumer staples & cruise liners

The outlook for CPI, interest rates, equities & Q2 corporate earnings

When will wage inflation roll over?

Which sectors will be the next winners & losers?

Technology - Nvidia

Healthcare - GSK

Oil stocks & miners

How deep will the recession be, & when will it start?

Banks – UBS, Barclays & Lloyds

Industrials

Insurers – AXA and Legal & General

Where is Sterling heading & what indicators should investors watch?

Longview Economics

BNP PARIBAS

In this terrific ‘Macro Investing’ discussion, Chris Watling (CEO Longview Economics) and Edmund Shing (CIO BNP Paribas Wealth Management) take me through:

The outlook for CPI, interest rates, equities & Q2 corporate earnings. 00:00
When will wage inflation roll over? 04:01
Which sectors will be the next winners & losers? 12:13
·       Technology - Nvidia. 12:33
·       Healthcare - GSK. 16:13
·       Oil stocks & miners –   . 19:22
·       How deep will the recession be, & when will it start? 25:16
.       Consumer staples & cruise liners. 31:50
·       Banks – UBS, Barclays & Lloyds. 33:52
·       Industrials 40:21
·       Insurers – AXA and Legal & General. 42:09
Where is Sterling heading & what indicators should investors watch? 44:18



#NVDA #GSK #ANTO #UBS #BARC #LLOY #CS.PA #LGEN.

In this terrific ‘Macro Investing’ discussion, Chris Watling (CEO Longview Economics) and Edmund Shing (CIO BNP Paribas Wealth Management) take me through:The outlook for CPI, interest rates, equities &amp; Q2 corporate earnings. 00:00 When will wage inflation roll over? 04:01 Which sectors will be the next winners &amp; losers? 12:13 ·       Technology - Nvidia. 12:33 ·       Healthcare - GSK. 16:13 ·       Oil stocks &amp; miners – . 19:22 ·       How deep will the recession be, &amp; when will it start? 25:16 .       Consumer staples &amp; cruise liners. 31:50 ·       Banks – UBS, Barclays &amp; Lloyds. 33:52 ·       Industrials 40:21 ·       Insurers – AXA and Legal &amp; General. 42:09 Where is Sterling heading &amp; what indicators should investors watch? 44:18#NVDA #GSK #ANTO #UBS #BARC #LLOY #CS.PA #LGEN.

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/022/006022/video_6IPolKS.mp4