30 central bank speakers, monetary easing in China, a war in Ukraine and the beginning of those February reporting season dividend payouts are all creating for a ripe markets environment this week. On all those central bank meetings, the Fed and the market both expect 6 rate hikes this calendar year. The only problem? Isaac Poole at Oreana Financial Services notes both have been pretty terrible at forecasting actual rate hikes 12 months forward. Either growth or inflation or both will need to slow more than the Fed expects, Isaac thinks. While Isaac thinks the Fed won’t reach its soft landing goal, he does think more rate hikes are a 2023 concern (not 2022’s). Meantime in China, its authorities have the willingness to support the equity market and the economy heading into the National Congress in Oct/Nov. However, Isaac isn’t all that convinced they will be able to follow through successfully. So what does he think about the prospects for Chinese tech stocks and HK listed equities in general? Listen in and find out. (Source: Ausbiz) Click here to watch the interview.

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