Christopher Wood

Implications of the US 10-Yr Treasury Bond Breaking Through 37-Year Trend Line

There have recently been some dramatic moves in America’s bond market where the US Treasury bond market broke through a 37-year trend line on the upside in ... Read More»

China, North Korea, Iran… Has Trump Achieved Maximum Winning?

The news flow over the past few weeks has not supported hopes that there is a better chance of a trade deal with China than currently envisaged by markets. ... Read More»

Weak Chinese Stock Market Driven by Domestic Deleveraging not Trade War

This year the Chinese stock market has been very weak with the Shanghai Composite Index declining by 15% year-to-date, and by 20% at the bottom last month (... Read More»

How a Democrat Win in the Midterms Will Affect the Markets

With the tenth anniversary of the Lehman bankruptcy just passed, one theme of this writer’s message to investors of late has been that politics has now beco... Read More»

Cannabis Legalization in North America and the Economics of the Opioid Crisis

A land grab is now emerging in the area of cannabis investing as legalization momentum gathers pace, resulting in the opportunity for corporates to invest i... Read More»

The Strong US Dollar, Buyback Frenzy and Increased Savings

Given Donald Trump’s recent criticism of Federal Reserve policy of late, Fed chairman Jerome Powell made a politically astute speech at Jackson Hole in late... Read More»

Italy’s Stagnant Economy the Most Likely Trigger to Europe’s Existential Crisis

With the focus on Turkey and the potential related fallout in other emerging markets in recent weeks, it is easy to forget about the Eurozone. Yet the current I... Read More»

Turkish Turmoil as US Fiscal Easing and Monetary Tightening Continues

The US dollar index has recently broken above the 95 'resistance level'. The index rose to 96.98 on August 15 in a dollar rally triggered by the recent coll... Read More»

US vs China: The Surging Greenback and the Trade War Favour the US

The immediate focus of markets of late has been the resurgent US dollar (see following chart) amid the collapse of the Turkish currency, down 23% against th... Read More»