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

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

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Volatility, Fed Rate Signals and Global Growth Trends

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

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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

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What is a fair way to compare funds?

Helping your clients assess the climate impact of their Portfolio

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