There have been interesting developments of late in the Eurozone. These have raised expectations of even more dovish monetary policy as well as renewed hopes of more fiscal activism.... Read More»
The Donald is clearly having the time of his life. I have to admit I find it quite remarkable how world financial markets and the world media keep reacting ... Read More»
There has been a lack of currency volatility for most of 2019. But of late that has begun to change. The U.S. dollar has begun to sell-off. The U.S. Dollar ... Read More»
The ludicrous algos have continued to send share prices higher as central bankers have continued to compete to sound more dovish. But I do not really trust ... Read More»
The issue of regulating the Silicon Valley titans has been back in the news recently. One trigger was a Wall Street Journal story quoting sources within Fac... Read More»
Amid the continuing U.S.-China trade row, and the potentially even far more negative longer-term consequences of the targeting of Huawei and the related “te... Read More»
The tweet may be a highly effective means for Donald Trump to manage the news cycle. But the methodology does not lead to coherent economic analysis. Tariff... Read More»
I am currently looking wrong on the U.S.-China trade dispute. The view here had been to expect a deal on trade between U.S. and China because of Donald Trum... Read More»
India has long been my favourite Asian stock market. It is, therefore, of note that the result of the Indian general election is due to be announced in the ... 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.
