Fed to Remain Dovish: Yield Curve Control
There was an interesting speech made last month by Federal Reserve governor Lael Brainard, one of the candidates to ... Read More»
The US presidential election appears to be finally over.
But it remains unclear how the issue of regulation of “Big Tech” will be impacted by the outcome.
In t... Read More»
As the media focuses on the closely contested US presidential race, as well as, of course, the Covid “second wave”, investors should also be thinking about the ... Read More»
The “Blue Wave” is clearly the base case in the forthcoming US presidential election.
Still, markets have become nervous again of late because of renewed conce... Read More»
The cyclical trade continues to be recommended here, despite the ongoing COVID “second wave”.
On this point, it is interesting that the US Treasury 5-year-30-... Read More»
The Economist has a long-established tradition of contrarian cover signals, as have other business magazines, some of which are now no longer.
This is because ... Read More»
Joe Biden’s most important running mate, Covid-19, has clearly turned massively in his favour.
The 7-day average daily new case count in America bottomed at 34... Read More»
Is this really the top for Big Tech’s leadership of the US stock market, and the related unprecedented relative outperformance of growth over value?
US Big Tech... Read More»
The Federal Reserve has duly delivered on the expected softening of the inflation target in the latest FOMC meeting in mid-September.
The key point is that the ... 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.
