China’s Anti-Protester Campaign Now Focusing on Hong Kong Housing Market
Christopher Wood provides his take on China's spin of the Hong Kong protests and possible causes for the recent demonstrations. ... Read More»
Christopher Wood
The UK’s Constitutional “Reforms” Are Further Adding to the Brexit Deadlock
It remains truly incredible the mess former British Prime Minister David Cameron created with his ill-fated decision to call a referendum on Britain’s membe... Read More»
Strong Employment Give Japan’s Economy a Boost
If you took a look at Japan’s extreme monetary policy, it would be easy to think the country was stuck in dreadful deflation. The reality is nothing so bad.... Read More»
Will China Lose Face for the Sake of a Trade Deal with America?
“They are on their knees.” This is a comment I heard attributed to Donald Trump, and made to another G7 leader with reference to China in Biarritz during th... Read More»
China vs Hong Kong: As the Economy Weakens Will Beijing Intervene?
The demonstrations in Hong Kong have been making global headlines in recent weeks and months. Hong Kong Chief Executive Carrie Lam finally announced on Sept... Read More»
Oil: Market Not Factoring in Iranian Political Risk
There is one area which is receiving very little attention in the markets but which could well be dominating headlines and driving market movements in comin... Read More»
More Tariffs Means More Monetary Easing
It may be a little ridiculous. But Donald Trump’s surprise decision, or threat, to impose a new round of tariffs on China at the start of September has subs... Read More»
Will Monetary Easing Continue? Look to the Powell Pivot and Inflation for Answers
After a recent 25bp cut, Grizzle Strategist Chris Wood examines the economic data to determine whether further monetary easing should be expected. ... Read More»
Labour Reform Helping France’s Economy to Finally Bounce Back
An interesting article appeared in the London-based Financial Times last month (“French central bank chief says ECB should not be driven by markets”, July 1... 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. Since May 2019, Chris has been Global Head of Equity Strategy at Jefferies.
