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»
It has all been about the US presidential election of late with the initial market reaction to Donald Trump’s victory what this writer would have expected; name... Read More»
With everybody focused on the US presidential election, this is a good time to look again at India which this writer continues to view as the best long-term opp... Read More»
On the US presidential election, the ElectionBettingOdds.com website now shows 61.4% odds of a Trump presidency compared with 38.1% for Kamala Harris, based on ... Read More»
US employment data remains key to stress-test the extent of Fed easing expectations currently priced into markets.
This is all the more the case as it has be... 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.
