Liquidity, Faith and a Coming Reckoning? Andrew Hunt's Macro Outlook

Global equity markets have defied gravity since the Iran conflict erupted and Andrew Hunt of Hunt Economics thinks he knows why. In this week's video, Hunt argues that an estimated $300 to $400 billion per month in stealth liquidity injections is keeping risk appetite alive while the real economy deteriorates. The wave can continue a little longer, but Hunt warns at some point central banks will be forced to choose between supporting asset prices and fighting inflation, and history suggests the transition will be abrupt.Join the InvestSense Community to receive weekly insights from our investment team: https://www.investsense.com.au/investsense-insights?utm_source=Podcast+&utm_medium=MarketSenseCheck