It is both interesting and logical that the Federal Reserve signal late last month that it will end the tapering earlier than expected has triggered a steepenin... Read More»
The Indian stock market has remained extraordinarily resilient since the Delta wave peaked in May.
India Nifty Index
Covid cases remain way off their high whi... Read More»
If the Delta variant undoubtedly caused a setback for the cyclical trade last quarter, resulting in renewed outperformance by Big Tech stocks, a renewed rotati... Read More»
As the daily noise in the financial markets continues to focus on every word uttered by a central banker, this writer has found himself increasingly being asked... Read More»
Reports out of the mainland of late have seen a lot of discussion on President Xi Jinping’s new slogan of “Common Prosperity For All”, which emerged from report... Read More»
In the “big picture” this writer continues to believe that central banks are becoming less important in the G7 world because the political reality is that they ... Read More»
The Chinese renminbi remains in an upward trend against the US dollar, even though the pace of appreciation has slowed markedly this year.
The renminbi has ris... Read More»
The bias towards the pro-cyclical view here has in part been based on the assumption of vaccine efficacy and the accelerating rate of vaccinations.
This is als... Read More»
Staying on the subject of last week’s article on China, a risk of late is that the direction of travel is for a growing separation between the Chinese and Ameri... 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.
