Singer Capital Markets Monthly Macro Update – August 2022

00:00 Is the inverted US yield curve indicating a severe recession or a soft landing?
02:45 How long will it take for inflation to fall to 2%?
05:10 What about the UK?
09:10 Outlook for equities
12:10 Key messages from the Q2 results season
14:05 Venture life #VLG
17:40 Crestchic #LOAD
22:55 RPS #RPS Ricardo #RCDO
24:15 Fintel #NTL
27:45 Open Orphan #ORPH
32:00 Zenova #ZED
34:30 Time to be bullish or bearish?
36:00 What to expect from tomorrow’s CPI print?

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