Singer Capital Markets Monthly Macro Update – July 2022

00:00 Outlook for equities.
03:00 Impact of Sterling weakness
05:05 Ukraine / Russia war
09:45 Where will US interest rates peak?
12:10 Sustainability of China's zero Covid policy
14:55 Will there be a mild or hard recession?
21:20 How much has already been priced into equities?
22:35 Is there anything else to worry about?
26:55 Avingtrans #AVG
30:30 Ashtead Technology #AT.
34:45 Who is going to replace Boris Johnson?