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

May: A Month of Gains Tempered by Volatility

Fluctuating global markets and mixed economic signals in the last week of May

Tech Gains and Conflicting Economic Signals Drive a Mixed Market

Another good (inflation) and bad (politics) week for markets

Nvidia's Volatile Week & Divergent Global Performance

Markets End Financial Year on a Turbulent Note

US jobs report surprises on the upside

Is inflation still bubbling under the surface?

US dips down while Australia dances to a different tune

Fed ready to do whatever it takes

Rate expectations push markets down for the month

Are we there yet, or is is just another short squeeze?

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

Interest rate sensitivity persists into the new year

Strong start to the year continues despite recession concerns

Equities turbulent but resilient as interest rates rise

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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