Christopher Wood
Fed Yield Curve Control will Drive the US Dollar Lower and Valuations of Growth Stocks Higher
Barbell Strategy of Cyclical & Growth Stocks The base case remains that cyclical stocks will enjoy renewed outperformance, as they…
COVID-19 Data Fades While US-China Tensions Flare Up
US COVID-19 Data Improving Attention remains front and center on the data for cases and deaths in America. In the…
The China Money Printer is Idle, Overweight China
China's Policy Driven Bull Market The Chinese stock market has resumed rallying since the start of the current quarter helped…
Silver and Gold Equities are the Hedge, Irrespective of a 2nd Wave of COVID Materializing
COVID-19: Divergence between Cases and Deaths The “second wave” concerns have continued to accelerate, most particularly in America. Still, this…
The Japanese Market is Geared For the V-Shape Recovery
Foreign Investors Still Exiting Japan Despite Cyclical Tailwinds Foreign investors continued to be net sellers of Japanese stocks last quarter…
A Second Wave of COVID-19 is a “Buy the Dip” Event
More Pandemic, More Fed Bailout There remain legitimate reasons for concerns about second waves, even though for now there continues…
Europe is the Cyclical Catch Up Trade & Gold is the Hedge
Powell Leaves Wiggle Room for Negative Rates CPI inflation in the US has not yet turned negative on a year-on-year…
America Will do Whats Necessary to Avoid Turning a Liquidity Crisis into a Credit Crisis.
The re-opening dynamic has clearly been a positive factor. Still, the most plausible explanation for the US stock market’s extraordinary…
A US-China Cold War and the Future of Hong Kong
China Relations: The White House isn't Mincing Words There have been rising concerns of late about a new Cold War…