The US Treasury bond market has started to sell-off in recent weeks, in line with the base case here of a steepening yield curve as a result of a post-lockdown... Read More»
Trump's Anti-China Theatrics
It has become almost a pantomime. Grizzle refers to the slew of anti-Chinese measures announced by the Trump administration in rec... Read More»
COVID-19 Cases: Contained in America, Surging in Europe
It continues to look as if new cases may have peaked almost to the day that the Donald finally told Ame... Read More»
European Fiscal Union & US Dollar Weakness
There have been several reasons why the US dollar has weakened in recent months, ranging from a soaring US fisca... Read More»
Barbell Strategy of Cyclical & Growth Stocks
The base case remains that cyclical stocks will enjoy renewed outperformance, as they did for a period last q... Read More»
US COVID-19 Data Improving
Attention remains front and center on the data for cases and deaths in America. In the short term, this is the only thing that reall... Read More»
China's Policy Driven Bull Market
The Chinese stock market has resumed rallying since the start of the current quarter helped by a positive comment as regards ... Read More»
COVID-19: Divergence between Cases and Deaths
The “second wave” concerns have continued to accelerate, most particularly in America. Still, this writer continu... Read More»
Foreign Investors Still Exiting Japan Despite Cyclical Tailwinds
Foreign investors continued to be net sellers of Japanese stocks last quarter despite the rall... 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.
