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
Could a U-Turn on U.S.-China Negotiations Prevent a New Cold War?
The tweet may be a highly effective means for Donald Trump to manage the news cycle. But the methodology does not lead to coherent economic analysis. Tariff... Read More»
Little Hope Left as Trade War Escalates Into a Tech War
I am currently looking wrong on the U.S.-China trade dispute. The view here had been to expect a deal on trade between U.S. and China because of Donald Trum... Read More»
Investors Want to See Modi Re-elected in India’s Upcoming Election
India has long been my favourite Asian stock market. It is, therefore, of note that the result of the Indian general election is due to be announced in the ... Read More»
Egg Head Economists at the Fed Think Deflation Has to Be Avoided – It Doesn’t
The focus of financial markets this week has again been the U.S.-China trade deal triggered by the much Twitter-driven news dynamic courtesy of the Donald. ... Read More»
China’s Erratic Housing Market and the State of its Credit
The most important economic data to monitor in Asia this year will be Chinese credit data. On this point, the data for March has confirmed the moderate uptr... Read More»
Under the Veneer of the ‘Unbreakable’ U.S. Consumer
Continuing last week's subject of the momentum in the U.S. economy, the key issue remains consumption, which accounts for 68% of GDP.The fundamental pro... Read More»
Short-term Interest Rates Likely to Fall, Slowing U.S. Economy
I remain firmly of the view that the next move in interest rates in the U.S. will be a cut, not a hike. The view here also remains firmly that the way the U... Read More»
Has the Economy Reached a State of “Benign Equilibrium”?
The change of stance by the Federal Reserve has naturally raised hopes that the U.S. economic cycle has achieved a so-called “benign equilibrium”, where gro... 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.
