Name: The new normal for inflation and interest rates, and the possible impact on markets.
Uploaded: 2023-10-24T12:23:37.208730+00:00
Duration: 1653 s
Channel: Vox Markets
Description: The new normal for inflation and interest rates, and the possible impact on markets.

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/516/006516/video_yKcTo2F.mp4#t=885

Vox Markets

The new normal for inflation and interest rates, and the possible impact on markets.

Reflections on a difficult summer for markets, including further twists on the geopolitical stage

What could be the trigger for a rerating of downtrodden UK equities, including further low-ball acquisitions?

Should we be worried about the effect of a recession on US and UK earnings?

The dampening effect of rising interest rates on economic activity.

Sectors to play retreating inflation, and why consumer shares could be a good contrarian bet.

Why you should have exposure to infrastructure and near-shoring driven capex.

The impact of interest rate rises is being felt throughout the economy and proving a major headwind for UK markets. But as Singer Capital Markets’ macro specialist Jamie Constable tells Vox, receding inflationary pressures suggest a catalyst for a recovery from lowly valuations could be in sight. 

0:28 Reflections on a difficult summer for markets, including further twists on the geopolitical stage.
1:34 What could be the trigger for a rerating of downtrodden UK equities, including further low-ball acquisitions?
5:06 Should we be worried about the effect of a recession on US and UK earnings?
7:07 Glimmers of hope on the inflationary front, and a likely peak in interest rates – or even cuts. 
10:48 The dampening effect of rising interest rates on economic activity.
12:34 The potential for an extraneous shock from possible broadening of conflict in the Middle East.
14:45 The new normal for inflation and interest rates, and the possible impact on markets. 
21:01 Sectors to play retreating inflation, and why consumer shares could be a good contrarian bet. 
25:18 Why you should have exposure to infrastructure and near-shoring driven capex.

The impact of interest rate rises is being felt throughout the economy and proving a major headwind for UK markets. But as Singer Capital Markets’ macro specialist Jamie Constable tells Vox, receding inflationary pressures suggest a catalyst for a recovery from lowly valuations could be in sight. 0:28 Reflections on a difficult summer for markets, including further twists on the geopolitical stage. 1:34 What could be the trigger for a rerating of downtrodden UK equities, including further low-ball acquisitions? 5:06 Should we be worried about the effect of a recession on US and UK earnings? 7:07 Glimmers of hope on the inflationary front, and a likely peak in interest rates – or even cuts. 10:48 The dampening effect of rising interest rates on economic activity. 12:34 The potential for an extraneous shock from possible broadening of conflict in the Middle East. 14:45 The new normal for inflation and interest rates, and the possible impact on markets. 21:01 Sectors to play retreating inflation, and why consumer shares could be a good contrarian bet. 25:18 Why you should have exposure to infrastructure and near-shoring driven capex.

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/516/006516/video_yKcTo2F.mp4