Name: Q&A with Chris Watling - Longview Economics & Edmund Shing - BNP Paribas Wealth Management
Uploaded: 2023-07-13T12:23:33.512300+00:00
Duration: 2902 s
Channel: Vox Markets

Vox Markets

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.

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?

Consumer staples & cruise liners

Banks – UBS, Barclays & Lloyds

Industrials

Insurers – AXA and Legal & General

Where is Sterling heading & what indicators should investors watch?

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

Q&A with Chris Watling - Longview Economics & Edmund Shing - BNP Paribas Wealth Management