Small caps podcast with Paul Scott – Episode 15 (part 2 of 2) for 2023 – macro news & views

Paul Scott runs through some interesting news & views on macro factors, such as high UK inflation data, likelihood of inflation and interest rates falling later this year. Surprisingly strong consumer confidence data also announced.

Other macro themes consistently coming through from company outlook comments are that raw materials prices are now stabilising, and supply chains improving. So could we see positive effects on company profit margins maybe? It looks that way to me.

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