What’s Not Priced In EP5: ASX Correction, Liquidity, Rate Cycle Lessons

What's Not Priced In

Recent profit downgrades suggest an ASX market correction is imminent. Forward orders are signaling a slowdown in business conditions. A prominent magazine cover serves as contrarian indicator inflation peak is already priced in. Why the stock market usually rises during a rate hiking cycle … and why it falls when the cycle eases. And a ‘nerdy’ liquidity equation explains why US stocks are still on a bullish run … despite everything.

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Greg Canavan, Editorial Director - Fat Tail Investment Research

Kiryll Prakapenka, Analyst - Fat Tail Investment Research

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