Cross-Asset Strategist & Quantitative Analyst, Pennock Idea Hub

Cam Hui

Cam Hui has been professionally involved in the financial markets since 1985 in a variety of roles, both as a quantitative equity portfolio manager and as a sell-side analyst. He graduated with a degree in Computer Science from the University of British Columbia in 1980 and obtained his CFA Charter in 1989.

Cross-Asset Strategist & Quantitative Analyst

Pennock Idea Hub

We are creators of independent equity research. The Pennock Idea Hub team are veterans of the investment industry. Much of our team has spent their careers at Merrill Lynch, Deutsche Bank, RBC Capital Markets and Wood Gundy. We have taken every aspect of research back to the studs and returned to first principles. The Pennock Idea Hub marries the interests of the sell and buy side. 

We offer the best research for institutional investors by:

-Only publishing research from veteran analysts
-Eliminate the inherent conflicts of the traditional sell and buy side relationship
-Ensure our team is always accessible; collaboration with clients nurtures our collective success

Cross-Asset & Quantitative Research

Cross Asset Strategy

<ul>
<li>Ahead of the February FOMC meeting, our base-case scenario has changed to a cyclical and reflationary rebound in Q1 and Q2.</li>
<li>The rebound is led by the prospect of China re-opening its economy and the positive liquidity effects of the U.S. Treasury’s extraordinary measures to avoid default.</li>
<li>As the inflationary effects of the China re-opening become clear, the Fed will have to reconsider its rate pause and possibly raise rates by late Q2 or early Q3.</li>
</ul>


Ahead of the February FOMC meeting, our base-case scenario has changed to a cyclical and reflationary rebound in Q1 and Q2.
The rebound is led by the prospect of China re-opening its economy and the positive liquidity effects of the U.S. Treasury’s extraordinary measures to avoid default.
As the inflationary effects of the China re-opening become clear, the Fed will have to reconsider its rate pause and possibly raise rates by late Q2 or early Q3.


FOMC Preview: Party Now, Pay Later