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:



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:

Weekly Market Update

May: A Month of Gains Tempered by Volatility

August 2, 2024

Weekly Market Update

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

August 2, 2024

Weekly Market Update

Tech Gains and Conflicting Economic Signals Drive a Mixed Market

August 2, 2024

Weekly Market Update

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

August 2, 2024

Weekly Market Update

Nvidia's Volatile Week & Divergent Global Performance

August 2, 2024

Weekly Market Update

Markets End Financial Year on a Turbulent Note

August 2, 2024

Category placeholder

SVB bankruptcy triggers swift response from the Fed

August 2, 2024

On Friday morning Silicon Valley Bank (SVB) had been the 16th largest US bank and a successful S&P 500 company, but by Saturday morning it was bankrupt after a sudden run on its deposit base had rendered it unviable.

Category placeholder

Oh, what a week!

August 2, 2024

Oh what a week! The Four Seasons hit might seem a bit upbeat for the occasion of a banking crisis, but the market has at least got its mojo back in the last few days.

Category placeholder

US Tech and Emerging Markets Lead Recovery

August 2, 2024

Markets have calmed down a great deal in the last two weeks and more recently have mounted a bit of a recovery, with US tech and emerging markets leading the way.

Category placeholder

Markets have mixed feelings about a slowing US economy

August 2, 2024

With many markets closed for a few days either side of the weekend and market liquidity very low, financial news has been mercifully subdued. There was mini-scare at the end of last week as a number of jobs-related reports came out which suggested that the overheating US economy might be slowing down.

Category placeholder

Markets stay strong despite manufacturing weakness and recession fears

August 2, 2024

Markets have been remarkably well behaved since Easter, as most markets are up by 1-2% across the board with very little volatility.

Category placeholder

Weak economic data, banking turmoil, and strong earnings results

August 2, 2024

After a relatively quiet few weeks the financial newswires have sprung back into life with positive US earnings surprises, another distressed US bank and an Australian inflation print that appears to have something for everyone.

Category Placeholder

Andrew Hunt's visit to New York and some key implications for global markets

August 2, 2024

Last week Andrew visited the InvestSense offices and shared his observations and findings from his visit to the United States, specifically New York.

Category Placeholder

Helping your clients assess the climate impact of their Portfolio

August 2, 2024

Nathan Fradley explains how the ethosesg technology can help you assess and design an ethical portfolio that aligns to an investor’s personal values.

Category Placeholder

Carbon credits and investing – is it the outcome we expect?

August 2, 2024

ETFs that invest in carbon credits are now available. Why should we assume that their price will go up over time? And does buying a carbon credit ETF actually contribute positively to emissions reduction? Will it actually generate the outcome investors are expecting? This article explores the issues around investing in carbon credits.

Category Placeholder

Better World makes a difference with investment in renewables

August 2, 2024

There are many direct assets and funds that contribute positively to climate action within the InvestSense Better World Portfolios. Meridian Energy is one of the stand-out direct assets in the portfolio with a climate energy focus.

Category Placeholder

Bad news equals good news

August 2, 2024

In recent years professional investors have got increasingly used to the fact that good news is bad news for markets because higher interest rates are likely to be necessary, and of course vice-versa. However, last week the effect was stronger than ever and stocks rallied mid-week amidst reports of widespread lay-offs and expectations of a weak US jobs report.

Category Placeholder

‘Buy the dip’ opportunism start surfacing

August 2, 2024

The US market finally market caught a bid last week. Early in the week the market was down few percent after an earnings miss by ad dependent social media platform Snap (of Snapchat fame) combined with weak guidance raised more doubts about the economy and economic resilience of tech companies.

Category Placeholder

US momentarily dips into official bear market territory

August 2, 2024

The seventh negative week in a row for the US sent it briefly into official bear market territory before it recovered slightly late on Friday. The world’s largest stocks (Apple, Microsoft Amazon and Google) are all down 25%.

Category Placeholder

How Mark Lewin saved 13 hours a week with Managed Accounts

August 2, 2024

Mark Lewin was a financial planner, but is now the Director of Back Office Heros. In his planning business he gained significant efficiencies by recommending and implementing managed accounts for his clients. He tells us how...

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

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

InvestSense insights, delivered straight to your inbox.

Get the latest industry news

Get the latest industry news

Get the latest industry news