Artwork

Contenido proporcionado por jruss88 and Vox Markets Podcast. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente jruss88 and Vox Markets Podcast o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Player FM : aplicación de podcast
¡Desconecta con la aplicación Player FM !

1866: Macro Matters: Why the UK could be past the point of maximum pessimism

21:53
 
Compartir
 

Manage episode 414572769 series 2936804
Contenido proporcionado por jruss88 and Vox Markets Podcast. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente jruss88 and Vox Markets Podcast o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In our regular catchup on all things macroeconomic, Singer’s Jamie Constable and Vox Markets’ John Hughman talk about why things might be about to brighten up across the UK economy and stock markets, and how investors should be positioned to take advantage of the recovery.0:26 Inflation and the market divergence in markets between the US and UK
1:46 Why recent negative commentary about the UK market could prove point of maximum pessimism as flows return
4:04 Why the higher near-term possibility of UK than US rate cuts is driving investment flows back to the UK
6:32 Signs of economic recovery in the UK, including expanding services PMI
9:43 Factors that may discourage the BoE from a rate cut, and why UK inflation is likely to continue falling
12:51 What sectors are likely to be the beneficiaries of a return of flows into the UK
18:37 Why defence is a sector that investors can’t afford to ignore
  continue reading

1885 episodios

Artwork
iconCompartir
 
Manage episode 414572769 series 2936804
Contenido proporcionado por jruss88 and Vox Markets Podcast. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente jruss88 and Vox Markets Podcast o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In our regular catchup on all things macroeconomic, Singer’s Jamie Constable and Vox Markets’ John Hughman talk about why things might be about to brighten up across the UK economy and stock markets, and how investors should be positioned to take advantage of the recovery.0:26 Inflation and the market divergence in markets between the US and UK
1:46 Why recent negative commentary about the UK market could prove point of maximum pessimism as flows return
4:04 Why the higher near-term possibility of UK than US rate cuts is driving investment flows back to the UK
6:32 Signs of economic recovery in the UK, including expanding services PMI
9:43 Factors that may discourage the BoE from a rate cut, and why UK inflation is likely to continue falling
12:51 What sectors are likely to be the beneficiaries of a return of flows into the UK
18:37 Why defence is a sector that investors can’t afford to ignore
  continue reading

1885 episodios

All episodes

×
 
Loading …

Bienvenido a Player FM!

Player FM está escaneando la web en busca de podcasts de alta calidad para que los disfrutes en este momento. Es la mejor aplicación de podcast y funciona en Android, iPhone y la web. Regístrate para sincronizar suscripciones a través de dispositivos.

 

Guia de referencia rapida