US: LEVERAGE CUBED (AGAIN), THE CREDIT BOOM OCCURRING IN THE SHADOWS

Date: September 9, 2024
Time: 12:30 pm - 2:30 pm
Location: El Vino, 30 New Bridge Street, London, EC4V 6BJ

Halkin is delighted to welcome back Andrew Hunt, Hunt Economics.

Hunt Economics Ltd was founded in 2001 and is committed to providing an entirely independent, primarily flow of funds-based approach to macro-economic analysis for select clients in both the financial and commercial sectors.

The analysis is heavily focused on tracking and understanding changes in the ‘balance sheet behaviour’ of various economic agents and predicting the resulting flows that these changes may initiate. As such, the analysis is likely to be ideally suited for those interested in the asset and currency markets.

Prior to forming his company, Andrew spent over 12 years as an economist advising both the Board and portfolio managers of the Dresdner Bank Group, initially in the UK and subsequently based in the Asian Region. In the late 1980s while based in London, Andrew worked extensively on the UK’s Lawson Boom and subsequent unwinding, as well as on the various travails and ultimate break-up of the European Exchange Rate Mechanism. Andrew also covered the events that led up to the S&L Crisis of 1989-90.

Whilst in Asia, Andrew covered both the formation and bursting of the Japanese Bubble Economy and the Asian Boom and Bust of the 1990s. Indeed, it has been suggested that Andrew was one of the few economists to correctly predict both the preceding upswings and the timing and consequences of the subsequent crises that were associated with these episodes. On returning to London in the late 1990s, Andrew covered the NASDAQ Bubble and the formation of the Euro.