Christopher Wood
How the Fed is Overshooting its Inflation Target
There would seem little doubt about it, hopes for the normalization of monetary policy, driven by Federal Reserve Chairman Jerome…
Political Pressure is Mounting to End the Share Buyback Bonanza
The base case remains that a US-China trade deal is coming. This should continue to support stock markets for now,…
“Risk On” Market Remains the Base Case but There is One Big Risk
Strategist Christopher Wood writes about the risk-on market being the base case and the biggest risk to the market.
Aussie Housing Correction Exposes Vulnerability in Banks
There have been two housing cycles in the Anglo-Saxon world that never really corrected in the 2008 global financial crisis…
Fed Comes to Grips with Reality: Asset Prices Drive Economies
The view this year is that financial markets this year will be more sensitive to developments concerning the Fed balance…
Will The Donald Score a Double Win on China and North Korea?
The benefit of the doubt is still given to the continuation of the risk on trade that commenced on Boxing…
Now is the Time to Buy UK Stocks With Cheap Pound Due to Brexit
The cock-up that former British Prime Minister David Cameron created has become ever clearer. This is a reference, of course,…
China Preys on Taiwan’s Chaotic Political Climate to Unify
With all the focus on the US-China trade negotiations, it is easy to forget about Taiwan and the long-running cross-Strait…
Guideposts for Powell’s Direction on Quanto Tightening
Fund managers entered 2019 shaken and stirred. So more of a relief rally would not surprise, most particularly given the…