The market has a "breadth" problem

December 13, 2021

Join InvestSense Director Jonathan Ramsay and Andrew Hunt of Hunt Economics as they discuss the markets ‘breadth’ problem and how strong liquidity should keep things afloat until February.

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Let's discuss the current market "breadth challenges" and what will affect markets in the coming months.

Join InvestSense Director Jonathan Ramsay and Andrew Hunt of Hunt Economics as they discuss the markets ‘breadth’ problem and how strong liquidity should keep things afloat until February. Furthermore, there are 4 blocs to watch in 2022:

Bloc One: The US and Australia - need to keep the asset price train going
Bloc Two: The Euro Zone - looking for a soft landing
Bloc Three: China & Much of Asia - depend on China maintaining control
Bloc Four: The Island Nations of Japan and the UK (and NZ?) - all have different problems and will have different solutions

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The market has a "breadth" problem

Markets face biggest one day drop since March 2020

Monthly Macro with Jonathan Tolub & Andrew Hunt: The Hunt for liquidity

Will the Fed's continued tightening cause something to break?

Focus on currencies: Time to hedge?

Quantitative tightening and liquidity: More than one reason we might see higher bond yields?

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

Recession fears build, yet equity markets end the week higher

There was nowhere to hide last financial year

Are the tides changing or is it just a mini rally?

US CPI beats economists' expectations

Rebound in the Nasdaq

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

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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

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How Mark Lewin saved 13 hours a week with Managed Accounts

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