Jamie Constable’s Monthly Macro Update – January 2022

Jamie Constable, Market Strategist at Singer Capital Markets is pleased to deliver his first ‘Monthly Macro Update’ of 2022 in partnership with Paul Hill at Vox Markets.

In the latest update, Jamie and Paul discuss rising rates and quantitative tightening whilst also providing some interesting outlooks for various sectors including Financials, Healthcare, Consumer Goods and Technology & Software.

Find out from Jamie about:

Outlook for Financials 0:00
Outlook for Technology & Software 04:05
China’s growth prospects 08.40
Outlook for Healthcare 12:25
Capex cycle & Industrials 20:30
Outlook for Consumer Goods 25:15
When will the Federal Reserve & Bank of England hike rates and by how much? 35:55

Stocks mentioned include:

Curtis Banks & Mattioli Woods 0:00
accesso & Equals Money 07:15
Yourgene Health, Volex & SourceBio International 14:50
EKF Diagnostics & Venture Life Group
Avingtrans & Spirax-Sarco Engineering 20:30
Outlook for Consumer Goods 25:15
Senior Aerospace & Michelmersh Brick Holdings 30:30
Brickability Group 32:45
Marks Electrical Group 33:05

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