Allianz's MacDonald: Lots of Brexit Business Uncertainty

The video discusses the current market sentiment, highlighting the impact of currency fluctuations on valuations and corporate sentiment. It analyzes the FTSE chart, emphasizing the influence of the pound's fall. The discussion covers upcoming economic indicators like inflation and employment, predicting their potential effects on the market. Finally, it explores investment opportunities in the UK and Europe, considering the political and economic environment.

What is one of the factors currently helping earnings according to the first section?

• Buffer from sterling

• Rise in corporate taxes

• Decrease in public sector jobs

• Increase in consumer spending

What does the Footsie chart analysis reveal about the impact of the pound's fall?

• Footsie is at a record high in dollars

• Footsie is at a record low in pounds

• Footsie is unaffected by the pound's fall

• Footsie is not at a record in dollars

What is a potential consequence of the weakening corporate sentiment mentioned in the third section?

• Increase in foreign investments

• Rise in employment rates

• Growth in consumer confidence

• Decrease in business expansion

Which economic indicator is expected to rise above 2% next year?

• Inflation

• GDP growth

• Interest rates

• Unemployment rate

Where does the third section suggest there might be value opportunities due to political factors?

• Australia

• Asia

• North America

• Europe