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

10-Year Series Part 5: The Anglo Saxon Property Reset and Productivity and Energy that Doesn't Cost the Earth

10-Year Series Part 4: Japan -Euthanasia of the Saver & Eurozone Competitiveness Differentials

Markets Steady Amid Geopolitical Tensions and Inflation Concerns

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How Elections, Central Banks, and Geopolitical Tensions Moved Markets

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

Bulls and bears traded blows that resulted in multiple 4% round trips during the week

Record stock movements in the US as earnings diverge from expectations

High inflation and geopolitics muddy the water

All eyes on the Ukraine and Russia border

Investors attempt to price in the invasion and the ensuing sanctions on Russia

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

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