10TH december 2021 / anthony cheung

Is UK 'Plan C' coming & why Alphabet will win the race

In the final Market Maker episode of the year, I talk to co-founder Piers Curran about UK Prime Minister Boris Johnson, who faces a potential rebellion after announcing 'Plan B' measures amid discontent over his handling of Christmas parties last year when the nation was in lockdown.

What is the government's strategy? what would Plan C look like? and what does this mean for the Bank of England and the timing of rate rises?.

We also review the latest US CPI report for November, which came in at 6.8% Y/Y, the highest reading since 1982. The case is made why the Fed will now press ahead with an accelerated taper timeline despite the risk of Omicron.

We finish with a response to a question we put out to our community earlier this week. If you had to invest in just one company for 10 years out of Apple, Microsoft, Amazon, Alphabet, or Tesla which one would we pick?.

You all went with Tesla, but we didn't. Find out who our 10 year buy and hold would be!

Huge thanks to all our listeners and lots more in store in 2022. 
Anthony Cheung
Director & Head of Market Analysis
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