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

Monthly Macro with Jonathan Tolub and Hunt Economics: A deeper dive into the three scenarios the market is cycling through: Goldilocks, Recession and Entrenched Inflation

A strong month for markets

Investing in Europe: Is value trumping the macro already with plenty of upside if the skies clear?

Investing in Japan: The contrarian investment is getting difficult to ignore

The start of a new regime change Part 1 - The Set Up

US markets down while China leads the way

Markets Retreat on Fading Rate Cut Hopes Before Late Rally

Global Equities Up on Hopes of Economic Stimulus

U.S. Jobs Report Sparks Market Shift

S&P 500 Breaks 5,000 Amid Mixed Economic Signals and Rate Cut Speculations

Unpacking a Volatile Week Amid Inflation Warnings and Surprising Strengths

Global Markets Navigate Mixed Signals: Earnings Surges, Inflation Divergences, and the Persistent Volatility Ahead

Andrew Hunt's visit to New York and some key implications for global markets

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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