Singer Capital Markets Macro Update – January 2022

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?

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