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…
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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?

‍

All
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