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İçerik jruss88 and Vox Markets Podcast tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan jruss88 and Vox Markets Podcast veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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1866: Macro Matters: Why the UK could be past the point of maximum pessimism
Manage episode 414572769 series 2936804
İçerik jruss88 and Vox Markets Podcast tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan jruss88 and Vox Markets Podcast veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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
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
1885 bölüm
Paylaş
Manage episode 414572769 series 2936804
İçerik jruss88 and Vox Markets Podcast tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan jruss88 and Vox Markets Podcast veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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
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
1885 bölüm
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The Vox Markets Podcast benzeri
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
…
continue reading
Bloomberg Radio host Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
This is an all inclusive podcast for Australian investors. Join Blue Wealth’s Senior Education Specialist, Owun Taylor in conversation with industry experts, leaders, and thinkers about what it takes to be a clever and more successful investor. A weekly podcast serving up the easiest-to-understand finance program. Delivered in bite-sized chunks, meaning no episode is ever more than 20 minutes.
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon.
…
continue reading
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Player FM uygulamasıyla çevrimdışı Player FM !
