Christopher Wood
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…
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…
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%…
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,…
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…
Why the Stock Market Rally Has Resumed and What to Expect
Strategist Christopher Wood writes about the factors involved in the resumption of the stock market rally and what we could…
All Aboard the Big Tech Breakup Bandwagon
The investment wisdom has it that the middle ground is always the sensible approach in politics. This can be seen,…
Don’t Dismiss the Eurozone – It Could Spark the Next Global Financial Crisis
Christopher Wood writes about the current politics of the Eurozone and the threats to its economy, primarily in Italy, with…
Modern Monetary Theory: Socialist Economic Quackery Akin to Quanto Easing
Strategist Christopher Wood writes about Modern Monetary Theory, (MMT), why this economic theory is growing in popularity and whether it…