Given the steepening yield curve, what’s the outlook for Financials -Companies mentioned Curtis Banks & Mattioli Woods
00:00 Other sectors & stocks discussed:
04:05 Technology & software
07:15 Accesso & Equals
08:40 What about China’s growth prospects?
12:25 Healthcare
14:50 Yourgene, Volex, SourceBio
16:05 EFK Diagnostics & Venture Life
20:35 Capex cycle & Industrials Avingtrans & Spirax‐Sarco
25:15 Consumer
30:30 Senior, Michelmersh Brick
32:25 Tekmar
32:45 Brickability
33:05 Marks Electrical
35:55 When will the Federal Reserve & BoE hike rates & by how much?
