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IG Outlook 2022: Global economy interviews


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IG Outlook 2022: Global economy with Daniel Lacalle

As 2021 comes to an end, IGTV's Daniela Sabin Hathorn is joined by fund manager and author Daniel Lacalle to talk about what to expect from global economies in 2022; including the potential risks to economic growth, stagflation, and expectations about monetary policy decisions from central banks.

 

IG Trading the Markets (podcast) - IG Group | Listen Notes

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  • MongiIG changed the title to IG Outlook 2022: Global economy interviews

Outlook 2022: General markets with Tim Price

 

With ‘25% of all dollars ever printed’ having been printed in 2021, Tim Price, from Price Value Partners, says he is backing inflation protection as his big win for 2022.

With his investment style based on Benjamin Graham’s famous value investing strategy, the team at Price Value Partners is looking at resource stocks generally as an area of opportunity with a leaning towards the precious metals end of the market.

IG Trading the Markets (podcast) - IG Group | Listen Notes

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IG Outlook 2022: AIM market with Chris Boxall

On a journey through several sectors Chris Boxall, from Fundamental Asset Management, discusses a basketful of stocks with IGTV’s Jeremy Naylor. ASOS (ASC), Boohoo (BOO), Victorian Plumbing (VIC), Team17 (TM17), Novacyt (NCYT), Jet2 (JET2), Ramsdens (RFX), AB Dynamics (ABDP), Saietta Gp (SED), Nexus Infrastructure (NEXS), ITM Power (ITM), Ceres Power (CWR), Smart Metering Systems (SMS), Eneraqua Technologies (ETP), Breedon (BREE), James Latham (LTHM), Elixirr International (ELIX), K3 Capital (K3C), Craneware (CRW), EMIS (EMIS), Animalcare (ANCR) and CVS Group (CVSG).

IG Trading the Markets (podcast) - IG Group | Listen Notes

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IG Outlook 2022: Mining with John Meyer

With so many uncertainties, for us all, going into 2022, IGTV’s Jeremy Naylor caught up with regular IG contributor John Meyer from SP Angel about what will shape the year ahead for the mining sector. Apart from the coronavirus and expectations that stimulus will have to continue, the discussion moved to the exciting outlook for miners of battery metals for the areas of electric vehicles, renewable energy provision and battery storage. John Meyer also agreed that we could see more companies forced, like has been the case for Glencore, to move away from assets like coal and engage more with the ESG requirements of 2021 investors.

IG Trading the Markets (podcast) - IG Group | Listen Notes

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IG Outlook 2022: Oil with Nitesh Shah

After seeing oil prices almost double in 2021, IGTV’s Daniela Sabin Hathorn is joined by Nitesh Shah from WisdomTree to discuss the outlook for oil going into 2022. Aside from the obvious risks regarding the developments of the Covid-19 virus and the restrictions on travel, Nitesh discusses the impact of production returning to pre-pandemic levels and whether supply and demand will balance out in the year ahead. To finish off, he gives his views on whether 2022 could be the year we see oil prices hit $100 per barrel once again.

IG Trading the Markets (podcast) - IG Group | Listen Notes

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IG Outlook 2022: UK economy with Simon French

With inflation expected to peak in April 2022, according to the Bank of England, Panmure Gordon’s Simon French tells IGTV that he believes UK rates will rise twice to 0.75%. The economy, he says, will also sustain increase stock market investment resulting in a rise in the FTSE All Share index.

 

IG Trading the Markets (podcast) - IG Group | Listen Notes

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IG Outlook 2022: Eurozone with Martin Essex

IGTV’s Daniela Sabin Hathorn is joined by Martin Essex from DailyFX to discuss his views on how the Eurozone economy is holding up heading into 2022 and where he sees EUR/USD trading in the first few months of the year.

 

IG Trading the Markets (podcast) - IG Group | Listen Notes

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Outlook 2022: Tech sector with Pelham Smithers

How will the tech sector perform in 2022? Having experienced semiconductor shortages, supply chain disruption and Chinese intervention in China tech, IGTV’s Jeremy Naylor caught up with Pelham Smithers, founder of Pelham Smithers Associates, about the themes likely to develop in 2022. How will companies cope with increasing pressure from activist investors, can the sector engage with a move into the area of ESG and which sub-sectors could outperform?

IG Trading the Markets (podcast) - IG Group | Listen Notes

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IG Outlook 2022: UK small cap oil with Malcolm Graham-Wood

The prospects remain healthy for oil stocks going into 2022. That’s according to Malcolm Graham-Wood from malcysblog.com. Here Malcy looks back and discusses the prospects for the year ahead by dividing his selections up into UK, International, Yield and High Beta. Here he discusses Zephyr Energy (ZPHR), Kistos (KIST), Intl Oil & Gas (IOG), Serica (SQZ), Jersey Oil & Gas (JOG), Genel Energy (GENL), Chariot (CHAR), Union Jack Oil (UJO) and Savannah Resources (SAV).

 

IG Trading the Markets (podcast) - IG Group | Listen Notes

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17 hours ago, MongiIG said:

Outlook 2022: Cyclical investing with Akhil Patel

While there may be a ‘correction’ in 2022, overall the forecast is good for risk on. Akhil Patel, cyclical analyst from propertysharemarketeconomics.com, told IGTV's Jeremy Naylor the peak in the current cycle is for 2025/26.

https://www.ig.com/uk/market-insight-articles/outlook-2022--cyclical-investing-with-akhil-patel-220104

IG Trading the Markets (podcast) - IG Group | Listen Notes

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Outlook 2022: Electric vehicles with Julie Boote

Electric vehicles (EVs) have started to become ‘mainstream’ in this last year, according to Julie Boote from Pelham Smithers Associates. IGTV’s Jeremy Naylor caught up with Julie to look at where the demand is coming from and what developments are likely to move the sector next year. But EVs are expensive compared to combustion engine vehicles, and the infrastructure is not there to allow us all to charge these types of vehicles in a domestic environment. But, Boote says this is all coming.

 

IG Trading the Markets (podcast) - IG Group | Listen Notes

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Outlook 2022: Central banks with Marc Ostwald

2021 has ended with central banks divided on how to steer the path of monetary policy to fight the resurgence in inflation. IGTV’s Daniela Sabin Hathorn is joined by Marc Ostwald from ADM Investor Services to get his views on what to expect from central banks in 2022, including rate hike projections, inflation expectations, and market reactions.

 

IG Trading the Markets (podcast) - IG Group | Listen Notes

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Outlook 2022: US economy with Dan Nathan

Has US growth peaked in 2021? With supply chain disruptions and elevated commodity prices still present some may believe that to be the case, but many forecasts are still expecting US growth to be above 4% in 2022. Dan Nathan from Risk Reversal joins IGTV’s Daniela Sabin Hathorn to look at what to expect from the US economy in 2022, touching upon a wide range of topics including inflation, output gaps, equities, the US Dollar and much more.

 

IG Trading the Markets (podcast) - IG Group | Listen Notes

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  • Posts

    • Have markets any further upside to go?    Jeremy Naylor | Writer, London | Publication date: Wednesday 01 February 2023   In our regular monthly update, IGTV’s Jeremy Naylor caught up with Serge Berger, from The SteadyTrader.com, who is looking at shorting the DAX. But he says that the US dollar is key, and his best case is that this begins to pick up again after the recent drop into the support zone where it is. The obvious trade out of this is then short gold.      
    • Poll: Do you think USD will weaken in 2023?   Could USD lose its grip on the financial markets in 2023? Share any analysis with the Community and comment on the blog below or on this forum why you think USD will weaken or not this year 2023.    All the best - MongiIG
    • Central bank transparency means few surprises to move markets when the Fed rate decision is announced. Does it still have a surprise to shift the dollar? We look at the potential for upside and downside moves in forex markets.    Jeremy Naylor | Writer, London | Publication date: Wednesday 01 February 2023 Fed rate decision It is the US interest rate decision tonight at 7pm UK time. While there’s little move in the currency markets so far this morning ahead of the announcement, it is an event that could well move the markets when we see that detail coming through from the Federal Reserve (Fed) and also at the press conference a little bit later on. The expectation Let's take a look at the detail as we're expecting it to break this evening. It's expected to raise interest rates by a margin of 25 basis points, a quarter of one percentage point, to a range of between four and a half and four and three quarter percent. But the big question is how long will the Fed remain on this tightening path? Now, this 25 basis points expected follows a 50 basis point increase in December and four successive 75 basis point interest rate rises previously. Dollar basket Let's look at what's happening with the dollar basket. As I said, not much move at the moment at 10173. Now this direction of travel here showing the dollar weakening away from the highs that we saw back in September last year when the Fed was in that aggressive tightening cycle. Since then, we have seen lots of evidence to suggest that the Fed is wanting to take its foot off the pedal a little bit - 25 basis points is already priced into these markets as things stand there at the moment. There's a little bit of an uptick in the momentum, indicating that there is an appetite, I think, to take this market higher. But if the Fed comes through with anything like the sort of dovish reports in the press conference that some are expecting, we could well see some of that unwound. EUR/USD - trading the move So how do you trade this? Well, let's take a look at the opportunities here. Let's assume that the Fed is going to be dovish, maybe more so than had been the case previously. The euro/dollar trade would go higher and at 10873, you'd put your stop below this area down here at around about the 10750 level, 10873. The area to beat is this 10936, which is the highs that we saw back on the 21st of April last year. Now that's long euro/dollar. Assuming we get a dovish Fed, if the Fed looks like it wants to keep its foot on the pedal, if it wants to continue to try and combat inflation, which is certainly the mantra that we're getting and we have in the past, that's what central banks are meant to be doing. In that case, you would go short on this, and I think there's more money going into the dollar. If we see something more hawkish from the Fed, in which case you go short on this with a stop above this area up here to round about the 10970 level, with a view to taking this lower depending on what the outcome is of that interest rate decision. GBP/USD And the Fed statement tonight, I just want to show you what's happening in sterling against the US dollar, this is sterling having risen up to a level at 12446 with the highs we saw recently back on the 18th of January. Since then, there's been a little bit of consolidation going on, same sort of thing. If you're looking at a dovish Fed, you'd be taking this up. In other words, you'd be long with a stop below recent price action. If you think that there's going to be an aggressive Fed, then obviously you would expect this market to move lower on the session around that decision tonight from the Federal Reserve.
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