GCISinger Capital Markets Monthly Macro Update - September 2022
Did Wall Street over-react to Monday’s US CPI data? Start
Probability of a 1% interest rate hike by Federal Reserve next week? 06:00
Impact of Quantative Tightening. 09:55
Winners from intense volatility. 14:45
UK Energy Price Cap. 15:40
How will all this effect Sterling? 21:05
0.5% or 0.75% interest rate hike by the Bank of England next Thursday? 23:15
Preferred energy related stocks. 30:25
Housebuilders. 33:20
Short term cautious, but long term positive. 38:20
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