Singer Capital Markets Monthly Macro update – October 2021

In this monthly macro update Singer Capital Markets Chief Economist, Jamie Constable, discusses inflation, energy and the affects increases will have on the health of the consumer. He goes on to discuss a number of retail and energy stock.

How will this impact the health of the consumer (02:35)?
Stocks ideas:
Boohoo & ASOS (07:10)
Warpaint & Revolution Beauty (12:10)
Joules, Studio Retail & N Brown (15:30)
Stock ideas in energy 15:50
Oil & gas: a) Integrated plays – Shell, BP Exxon & Chevron (16:45), b) Gas producers – Kistos, EQT & Gazprom (20:50), c) Oilfield services firms – Wood, Schlumberger & Pressure Tech (22:25)
Hydrogen: ITM Power & Ceres Power 24:35
Nuclear: Rolls Royce & Avingtrans 27:45
Renewables: Drax, Vestas, Saietta, Atalaya Mining , Freeport & Volex 32:30

#ASC #BOO #W7L #REVB #JOUL #STU #BWNG #RDSB #BP #KIST #WG #PRES ITM #CWR #RR #AVG #DRX #SED #ATYM #VLX

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