More Hawk than Dove? Will Powell’s Fed Remove Monetary Punch Bowl
With money markets now discounting three Fed rate hikes this year, and maybe even four, and the 10-year Treasury bond yield approaching 3% again, the attitu... Read More»
Christopher Wood
More Xi: China’s Pathway Towards Economic Stability
There were significant developments out of China last quarter. The most important was the announcement by state media in late February that term limits will... Read More»
US Market Vexed: Trade War + Monetary Tightening
Monetary Tightening Remains the Single Biggest Risk to the US Market There has been a lot of talk about trade wars in recent weeks. But the biggest risk to t... Read More»
VIETNAM: Frontier Market Driven by Foreign Investment and Growth
Macro Battleship has lauded the merits of investing in emerging markets. This week the focus will be on one specific country, namely Vietnam. This is a boom... Read More»
Gold, Bond and FX Markets Not Buying Forecast Fed Interest Rate Hikes
The new Federal Reserve chairman’s first FOMC meeting this week, and subsequent press conference, has confirmed that Jerome Powell is not an egghead obsesse... Read More»
Oil – Reassessing the ‘Price Capped’ Narrative
Russia Shows Willingness for Continued Cooperation with OPEC The oil price has remained in an uptrend of late. What are its prospects? This columnist had unt... Read More»
Cryptocurrencies: Big Brother Seeks to Snuff Libertarian Fantasy
This column has not yet discussed the emerging world of cryptocurrencies. Still this area entered the formal financial service world in mid-December when th... Read More»
Facebook and Google: The Data Monopolists Face Regulatory Backlash
Regulatory Risk Looms Large Over Wall Street’s One-way FANG Trade Before the renewed stock market correction that commenced on Wall Street on Tuesday, FANG s... Read More»
The Financial Engineering of Corporate America
Investment strategist Christopher Wood writes about financial engineering in corporate America, and the shocking lack of tangible book value in the S&P 500. Also, how a strong US economy and higher inflation will be a negative for the US stock market.... Read More»
Christopher Wood
Head of Investment Strategy
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.
