There would seem little doubt about it, hopes for the normalization of monetary policy, driven by Federal Reserve Chairman Jerome Powell’s relatively straig... Read More»
The base case remains that a US-China trade deal is coming. This should continue to support stock markets for now, helped by the following wind provided by ... Read More»
There have been two housing cycles in the Anglo-Saxon world that never really corrected in the 2008 global financial crisis but continued to levitate. Both ... Read More»
The view this year is that financial markets this year will be more sensitive to developments concerning the Fed balance sheet, or quantitative tightening, ... Read More»
The benefit of the doubt is still given to the continuation of the risk on trade that commenced on Boxing Day, with the S&P500 and the MSCI AC World Index u... Read More»
The cock-up that former British Prime Minister David Cameron created has become ever clearer. This is a reference, of course, to the seemingly interminable Brex... Read More»
With all the focus on the US-China trade negotiations, it is easy to forget about Taiwan and the long-running cross-Strait dispute. But there was an interes... Read More»
Fund managers entered 2019 shaken and stirred. So more of a relief rally would not surprise, most particularly given the absence of the traditional year-end... 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.
