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

Markets Slammed By Hawkish Rhetoric Despite Pause From The Fed

Sticky Inflation Concerns Put Markets on the Back Foot

Riding the Market Rollercoaster

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

SVB bankruptcy triggers swift response from the Fed

Oh, what a week!

US Tech and Emerging Markets Lead Recovery

Markets have mixed feelings about a slowing US economy

Markets stay strong despite manufacturing weakness and recession fears

Weak economic data, banking turmoil, and strong earnings results

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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