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.

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Quantitative Tightening (QT) with Hunt Economics

"What do I tell a client who wants to invest in Crypto?"

The market has a "breadth" problem

Finding value and maintaining confidence in a FOMO world

Inflation in 2022 - Beware of cross currents in 2022

What happened in markets in 2021, and why?

We've got a bad case of FOMO, but it's not what you think

AI Written Markets Update

AI Written Markets Update

Never a smooth ride in the investment landscape

Central banks are data-dependant as market awaits rate decisions

What we are working on this week

US Labor Upswing, Eurozone Inflation, and China's Policy Shifts

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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