Name: Is the US Megacap tech rally sustainable? Nvidia & Microsoft
Uploaded: 2023-05-05T08:11:51.319463+00:00
Duration: 3254 s
Channel: Vox Markets
Description: Is the US Megacap tech rally sustainable? Nvidia & Microsoft

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/865/005865/video_VENJJJ9.mp4#t=1340

Vox Markets

Is the US Megacap tech rally sustainable? Nvidia & Microsoft

Has the Federal Reserve over tightened?

Why have equities been so resilient?

Will the ECB & Bank of England hike rates too?

Is the banking crisis over?

Preferred plays - Natwest, Barclays & Lloyds

Investing in generative AI. Alphabet, Meta & Netflix

How much consumer ‘steam’ is left in the economy?

Industrial metals - Rio Tinto, Glencore & BHP

Lithium – Albemarle & SQM

Oil & gas - BP & Shell

Healthcare – Eli Lilly, GSK, Haleon & AstraZeneca

UK housebuilders

US ‘debt ceiling’ cliff edge

Where will equities close 2023?

Find out in this video, where investors Chris Watling (CEO Longview Economics) & Edmund Shing (CIO BNP Paribas Wealth Management) believe interest rates, inflation & equities are heading. Alongside highlighting which sectors & stocks look attractive.

<p>Find out in this video, where investors Chris Watling (CEO Longview Economics) &amp; Edmund Shing (CIO BNP Paribas Wealth Management) believe interest rates, inflation &amp; equities are heading. Alongside highlighting which sectors &amp; stocks look attractive.</p>

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/865/005865/video_VENJJJ9.mp4