Will Monetary Easing Continue? Look to the Powell Pivot and Inflation for Answers
After a recent 25bp cut, Grizzle Strategist Chris Wood examines the economic data to determine whether further monetary easing should be expected. ... Read More»
Christopher Wood
Labour Reform Helping France’s Economy to Finally Bounce Back
An interesting article appeared in the London-based Financial Times last month (“French central bank chief says ECB should not be driven by markets”, July 1... Read More»
China’s Economy Still Strong Despite Trade and Tech War
There has remained continuing newsflow on the US-China trade war. What about the condition of the Chinese economy? The view here remains that Beijing is in... Read More»
Eurozone Fiscal Integration – The Escape Valve for European Banks
There have been interesting developments of late in the Eurozone. These have raised expectations of even more dovish monetary policy as well as renewed hopes of more fiscal activism.... Read More»
Deconstructing the Donald’s Political Decisions
The Donald is clearly having the time of his life. I have to admit I find it quite remarkable how world financial markets and the world media keep reacting ... Read More»
The Declining U.S. Dollar Is Good News for Asia
There has been a lack of currency volatility for most of 2019. But of late that has begun to change. The U.S. dollar has begun to sell-off. The U.S. Dollar ... Read More»
Can Share Buybacks and Fed Easing Hold Up the Market?
The ludicrous algos have continued to send share prices higher as central bankers have continued to compete to sound more dovish. But I do not really trust ... Read More»
Big Tech in the Antitrust Crosshairs While Bitcoin Amps Up
The issue of regulating the Silicon Valley titans has been back in the news recently. One trigger was a Wall Street Journal story quoting sources within Fac... Read More»
Hong Kong Protests Come at a Difficult Time for China
Amid the continuing U.S.-China trade row, and the potentially even far more negative longer-term consequences of the targeting of Huawei and the related “te... Read More»
Christopher Wood
Head of Investment Strategy
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.
