Europe Will Provide the Coronavirus Signal to Buy Risky Assets
Amidst the current volatility in markets, it needs to be remembered that stimulating economic activity is directly at odds with the steps required to slow the e... Read More»
Christopher Wood
Could Coronavirus be the Catalyst for Monetary and Fiscal Policy to Merge?
It is my view that cutting interest rates is not appropriate for fighting an epidemic. But, unsurprisingly, this has not stopped the Federal Reserve cutt... Read More»
Coronavirus a Crisis Test for China’s Communist Party and President Xi
The Coronavirus has continued to drive market sentiment with the S&P500 testing its late 2018 low last Thursday (see following chart). So long as the... Read More»
The Coronavirus Pandemic Is Increasingly the World’s Problem
The coronavirus newsflow continues. But the focus of concern has switched dramatically from Asia to Western Europe and North America. The base case remains ... Read More»
Assessing the Economic Battle Lines of the Coronavirus
Find out what the best way to play the market now with the effect of the Coronavirus.... Read More»
The Coronavirus Pandemic and the European Economy
The coronavirus continues to dominate the headlines for understandable reasons. It is increasingly clear that new cases in China have peaked. The number of ... Read More»
German Auto Sector Threatened by Strict Emissions Regulations
In Europe it is no secret that Germany’s economy was weak last year given the country’s gearing to exports; though it would have been even weaker still were it ... Read More»
Taiwan Posing Yet Another Challenge for China in 2020
Christopher Wood writes about Taiwan's growing economy as a result of onshoring and the continued challenges China is facing in Taiwan, Hong Kong and the mainland.... Read More»
The Biggest Contrarian Coronavirus Bet is to Buy Chinese Stocks
With the Coronavirus pandemic affecting more people each day, that fear has hit Chinese stocks, making now a good time to buy.... 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.
