Christopher Wood
The Cyclical Rebound Hinges on the Success of COVID Vaccines
Covid cases continue to decline on a global basis as vaccine rollouts continue. The 7-day average daily new case count…
Bull Market Correction or Nasty Unwind – Bond Investors Will Decide
The view here remains to continue to favour the back-to-normal cyclical trade on the view that the vaccine rollout story…
The Bond Market vs Yield Curve Control: Who Blinks First
The base case here since May 2020 has been that the Federal Reserve will adopt some form of yield curve…
Coming to America – Yield Curve Control
This column has tended to focus primarily on monetary policy as it relates to the trend in financial markets. But…
Asia Will Outperform in a World of Weak Dollars and Accelerating Inflation
The view here remains that the key issue facing investors in 2021 is the Federal Reserve’s policy response coming out…
India is Starting a Cyclical Recovery – Buy Indian Stocks
As good a stock market investment story in Asia as any is India. The Indian economy is almost back to…
Inflation is On the Horizon – Own Cyclical Stocks
The preference here continues to favour cyclical stocks for the “back to normal” trade. That means the likes of auto-related,…
The “Passive Put” and Tesla’s Bitcoin Wildcard
The advice here remains to stick with the “back to normal” trade despite the scare over the mutating virus in…
2020: The Year Bitcoin Became Investable for Institutions
Bitcoin's Coming of Age If 2020 has been the year of Covid-19, it has also been the year of Bitcoin.…