Macro Investing’ with Chris Watling & Edmund Shing
Episode 1314, Apr 05, 2023, 01:30 PM
If you want to know what’s likely to happen with the economy & capital markets over the next year, then ask the experts.
Indeed that is exactly what I did in this month’s Special Easter edition of ‘Macro Investing’ with Chris Watling (CEO Longview Economics) and Edmund Shing (CIO BNP Paribas Wealth Management).
(Watch video interview HERE)
00:00 Outlook for GDP, inflation & equities
05:20 Where are corporate earnings heading?
10:00 Will the Federal Reserve come to the rescue again?
14:05 What is the fair value for the S&P500?
19:30 Should investors fade or trade the banks?
23:00 Equally what about megacap tech?
25:50 What might happen, if there was ever a ceasefire in Ukraine?
30:00 View on currencies
31:55 Opportunities in gold & silver.
38:20 Sovereign & corporate debt.
41:30 French stocks
43:30 Insurers, AXA & US regional banks
52:50 Industrials
54:35 Semiconductors
57:30 Big Pharma
58:10 What to watch out for over the next month
Indeed that is exactly what I did in this month’s Special Easter edition of ‘Macro Investing’ with Chris Watling (CEO Longview Economics) and Edmund Shing (CIO BNP Paribas Wealth Management).
(Watch video interview HERE)
00:00 Outlook for GDP, inflation & equities
05:20 Where are corporate earnings heading?
10:00 Will the Federal Reserve come to the rescue again?
14:05 What is the fair value for the S&P500?
19:30 Should investors fade or trade the banks?
23:00 Equally what about megacap tech?
25:50 What might happen, if there was ever a ceasefire in Ukraine?
30:00 View on currencies
31:55 Opportunities in gold & silver.
38:20 Sovereign & corporate debt.
41:30 French stocks
43:30 Insurers, AXA & US regional banks
52:50 Industrials
54:35 Semiconductors
57:30 Big Pharma
58:10 What to watch out for over the next month