Name: The end of free money and the long overdue return of the business cycle which could favour capex-led stocks.
Uploaded: 2024-01-23T13:04:08.216058+00:00
Duration: 1053 s
Channel: Vox Markets
Description: The end of free money and the long overdue return of the business cycle which could favour capex-led stocks.

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/962/006962/video_hhRchIq.mp4#t=881

Vox Markets

The end of free money and the long overdue return of the business cycle which could favour capex-led stocks.

Starting 2024 with optimism with the recent jump in UK inflation likely to give way to falling inflation from April.

Why the market is still reacting to short term data rather than the improving outlook and the possibility of sub 2% inflation.

The situation in the Red Sea and why its inflationary impact could be overstated.

Other tailwinds for confidence, including falling interest rates and political giveaways in the March budget, and why Singer favours low-ticket retail and housebuilders.

Why we shouldn’t be too worried about weak December retail numbers, and how stock selection is once again becoming increasingly important.

The shift from buying physical goods to buying experiences such as holidays, and why media could be a sector to watch this year as ad spending recovers.

How recent recruitment sector weakness could present a buying opportunity.

Vox Markets speaks to Singer’s Jamie Constable about why more short-term inflationary pain may soon give way to tailwinds for markets and consumers.

0:26 Starting 2024 with optimism with the recent jump in UK inflation likely to give way to falling inflation from April.
2:28 Why the market is still reacting to short term data rather than the improving outlook and the possibility of sub 2% inflation.
4:42 The situation in the Red Sea and why its inflationary impact could be overstated.
6:63 Other tailwinds for confidence, including falling interest rates and political giveaways in the March budget, and why Singer favours low-ticket retail and housebuilders.
9:07 Why we shouldn’t be too worried about weak December retail numbers, and how stock selection is once again becoming increasingly important.
10:38 The shift from buying physical goods to buying experiences such as holidays, and why media could be a sector to watch this year as ad spending recovers.
12:43 How recent recruitment sector weakness could present a buying opportunity.
14:41 The end of free money and the long overdue return of the business cycle which could favour capex-led stocks.

Vox Markets speaks to Singer’s Jamie Constable about why more short-term inflationary pain may soon give way to tailwinds for markets and consumers.0:26 Starting 2024 with optimism with the recent jump in UK inflation likely to give way to falling inflation from April. 2:28 Why the market is still reacting to short term data rather than the improving outlook and the possibility of sub 2% inflation. 4:42 The situation in the Red Sea and why its inflationary impact could be overstated. 6:63 Other tailwinds for confidence, including falling interest rates and political giveaways in the March budget, and why Singer favours low-ticket retail and housebuilders. 9:07 Why we shouldn’t be too worried about weak December retail numbers, and how stock selection is once again becoming increasingly important. 10:38 The shift from buying physical goods to buying experiences such as holidays, and why media could be a sector to watch this year as ad spending recovers. 12:43 How recent recruitment sector weakness could present a buying opportunity. 14:41 The end of free money and the long overdue return of the business cycle which could favour capex-led stocks.

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/962/006962/video_hhRchIq.mp4