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»
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»
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»
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»
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»
Strategist Christopher Wood writes about the factors involved in the resumption of the stock market rally and what we could expect to happen.... Read More»
The investment wisdom has it that the middle ground is always the sensible approach in politics. This can be seen, for example, in a series of articles trig... Read More»
Christopher Wood writes about the current politics of the Eurozone and the threats to its economy, primarily in Italy, with the upcoming European elections.... Read More»
Strategist Christopher Wood writes about Modern Monetary Theory, (MMT), why this economic theory is growing in popularity and whether it can work.... Read More»
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.
