The relatively hawkish message sent by Jerome Powell at the last two Federal Reserve meetings suggests that further interest rate cuts are no longer guaranteed ... Read More»
Wall Street has bought to remain focused on the bullish side of Donald Trump’s agenda, namely tax cuts and deregulation, while downplaying the tariff threat whe... Read More»
On the eve of Donald Trump’s inauguration, there has obviously been a lot of tariff-related noise from the President-elect.
Still this writer’s base case rem... Read More»
The price of Bitcoin has consolidated of late after the 62% price surge triggered by Donald Trump’s election and the resulting expectation of a more crypto frie... Read More»
All the evidence is that Donald Trump is much more prepared for his second term in the White House than was the case following his 2016 victory, which, by all a... Read More»
It may just turn out to be the case that the most important Federal Reserve meeting this year happened just before the end of the year.
The relatively hawkis... Read More»
To state the obvious, the AI story has been the key driver of the US stock market since the thematic was crystalized by the announcement of the Microsoft invest... Read More»
The flow into private credit continues to be viewed by this writer as one of several factors helping explain the remarkable resilience of the US economic cycle ... Read More»
The consensus of markets prior to the US presidential election was that a Federal Reserve easing cycle has begun and that, in the much-anticipated soft landing,... Read More»
Chris is internationally renowned for his weekly institutional research newsletter GREED & fear. He has correctly identified all major global financial bubbles over the last 3 decades (US sub-prime crisis, Nasdaq technology bubble, Asian financial crisis, and the Japanese financial meltdown). He’s also the author of three highly acclaimed books: Boom and Bust, The Bubble Economy, and The End of Japan Inc. Since May 2019, Chris has been Global Head of Equity Strategy at Jefferies.
