Singer Capital Markets Monthly Macro Update – September 2022

00:00 Did Wall Street over-react to Monday’s US CPI data?
06:05 Probability of a 1% interest rate hike by Federal Reserve next week?
10:00 Impact of Quantative Tightening.
14:50 Winners from intense volatility
15:45 UK Energy Price Cap
21:10 How will all this effect Sterling?
23:20 0.5% or 0.75% interest rate hike by the Bank of England next Thursday?
30:30 Preferred energy related stocks
33:25 Housebuilders
38:25 Short term cautious, but long term positive