Has the Economy Reached a State of “Benign Equilibrium”?
The change of stance by the Federal Reserve has naturally raised hopes that the U.S. economic cycle has achieved a so-called “benign equilibrium”, where gro... Read More»
Christopher Wood
Why the Stock Market Rally Has Resumed and What to Expect
Strategist Christopher Wood writes about the factors involved in the resumption of the stock market rally and what we could expect to happen.... Read More»
All Aboard the Big Tech Breakup Bandwagon
The investment wisdom has it that the middle ground is always the sensible approach in politics. This can be seen, for example, in a series of articles trig... Read More»
Don’t Dismiss the Eurozone – It Could Spark the Next Global Financial Crisis
Christopher Wood writes about the current politics of the Eurozone and the threats to its economy, primarily in Italy, with the upcoming European elections.... Read More»
Modern Monetary Theory: Socialist Economic Quackery Akin to Quanto Easing
Strategist Christopher Wood writes about Modern Monetary Theory, (MMT), why this economic theory is growing in popularity and whether it can work.... Read More»
How the Fed is Overshooting its Inflation Target
There would seem little doubt about it, hopes for the normalization of monetary policy, driven by Federal Reserve Chairman Jerome Powell’s relatively straig... Read More»
Political Pressure is Mounting to End the Share Buyback Bonanza
The base case remains that a US-China trade deal is coming. This should continue to support stock markets for now, helped by the following wind provided by ... Read More»
“Risk On” Market Remains the Base Case but There is One Big Risk
Strategist Christopher Wood write about the risk-on market being the base case and the biggest risk to the market.... Read More»
Aussie Housing Correction Exposes Vulnerability in Banks
There have been two housing cycles in the Anglo-Saxon world that never really corrected in the 2008 global financial crisis but continued to levitate. Both ... Read More»
Christopher Wood
Head of Investment Strategy
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.
