Q&A with Chris Watling - Longview Economics & Edmund Shing - BNP Paribas Wealth Management
Episode 1536, Jul 13, 2023, 02:35 PM
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
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