It's going to be a long six months

November 22, 2021

Join Jonathan Ramsay and Andrew Hunt as they discuss what the future holds for the Chinese growth model, Where to from here, and what will the implications be for the west…

This post is also available as a podcast on:

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Join InvestSense Director Jonathan Ramsay and Andrew Hunt of Hunt Economics in this podcast as they discuss:

Have we seen peak inflation? Supply chain disruption may have actually peaked a few weeks ago?
Contrary to expectations Santa may even get a helping hand from Chinese producers ‘dumping’ excess inventory in the run-up to Christmas.
Still, much of this will still take months to work through the inflation data. How long can the Fed and other central banks defy the data and markets?
Are we seeing the ghost of QE future in Japan right now?
Can the RBA really promise no rate rises next year?
The Fed and the RBA have both mortgaged their credibility but can they keep up the payments?

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It's going to be a long six months

US jobs report surprises on the upside

Is inflation still bubbling under the surface?

Inflation - looking through the noise part 1 - the US

US dips down while Australia dances to a different tune

If China is reaching the end of a debt driven growth model and what comes next?

Fed ready to do whatever it takes

Rising Rates Rattle Stocks as Geopolitical Risks Emerge

Stocks Stumble, Bonds Steady as Growth Fears Loom

October's Financial Flux: A Precursor to Change in Investor Fortunes

Australian Dollar Slides on Divergent RBA and Fed Policy Messaging

Markets Trek Higher on Approach to Peak Inflation

Altman Drama Shakes Up Silicon Valley

Markets slid again last week, with a concentrated sell off in US tech

Recession fears build, yet equity markets end the week higher

Inflation - Flash Update

Interest rate sensitivity persists into the new year

Strong start to the year continues despite recession concerns

Equities turbulent but resilient as interest rates rise

Helping your clients assess the climate impact of their Portfolio

Carbon credits and investing – is it the outcome we expect?

Better World makes a difference with investment in renewables

Bad news equals good news

‘Buy the dip’ opportunism start surfacing

US momentarily dips into official bear market territory

How Mark Lewin saved 13 hours a week with Managed Accounts

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