Quantitative Tightening (QT) with Hunt Economics

April 14, 2022

We discuss Quantitative Tightening with our colleagues from Hunt Economics. With indicators continuing to show the risk of increasing inflation, central banks are looking at strategies to curb the inflation risk.

This post is also available as a podcast on:

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Join InvestSense Director Jonathan Ramsay and Andrew Hunt of Hunt Economics as they discuss the mechanics of quantitive tightening, and what this means for economies, markets, and households.

In this episode, we cover why equity markets reacted to the Fed minutes last week, and dissect the widely-anticipated quantitative tightening and how will it affect markets, the economy and households.

We discuss the role of the banking system and what all this means for credit trends and give a playbook for 2022 - government bonds vs credit, US vs Equities vs the rest of the world, growth vs defensive assets.

Charts referenced in the podcast:

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Quantitative Tightening (QT) with Hunt Economics

A quiet week with some swelling volatility

Rising rates and slowing growth, can't have one without the other

Highest inflation print in Australia since 2000

Daily Volatility as high as mid-march 2020 levels

Global markets have become extremely US centric

Value and growth in emerging markets with Trinetra - the best of both worlds?

Global Economic Sentiment Shifts as US Data Strengthens whilst Eurozone Data Weakens

US Markets Closed Flat, China Stabilizes, and the End of Monetary Tightening in Europe?

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

Bad news equals good news

‘Buy the dip’ opportunism start surfacing

US momentarily dips into official bear market territory

Helping your clients assess the climate impact of their Portfolio

It's going to be a long six months

What is a fair way to compare funds?

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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