A positive view is maintained here on the oil price.
Indeed oil has the potential to act as a catalyst for an escalation of the inflation scare in coming months... Read More»
Aside from the human death toll inflicted by Covid-19, the big story about Covid-19 has always been where it came from.
It was, frankly, a little pathetic how ... Read More»
This column discussed last week the intensifying Chinese crackdown on crypto assets which is viewed as the main reason for the sharp decline in Bitcoin from the... Read More»
The Bitcoin price and the rest of the crypto universe has come under severe selling pressure ever since the announcement by Tesla CEO Elon Musk, via a tweet on ... Read More»
Despite the sell-off in cyclical stocks triggered by the Federal Reserve meeting last week, the MSCI World Growth Index has underperformed the MSCI World Value ... Read More»
Inflationary pressures have continued to show up in the official data even as the bond market has managed to rally of late.
The latest US inflation data releas... Read More»
It is interesting that FAANG stocks still look like they have peaked out against the S&P500 despite the fantastic earnings reported by these companies last ... Read More»
Watching inflation expectations remains key for investors even as the Federal Reserve has remained predictably doveish.
The Fed’s continuing easy stance is in ... Read More»
China’s orthodox monetary policy continues to be in stark contrast to the G7 world.
It has also continued to attract inflows into its bond market though inflows... 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.
