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

Recent profit downgrades suggest an ASX market correction is imminent. Forward orders are signalling 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.