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

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

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Market indigestion: Strong US Economic, Data Rising Inflation and market volatility

A tug-of-war between solid corporate profits and gathering macroeconomic headwinds

April 2024 in review: Volatility and Mixed Economic Data

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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

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US momentarily dips into official bear market territory

How Mark Lewin saved 13 hours a week with Managed Accounts

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