Global Strategy
Markets Have Shrugged Off Impeachment While QE Stokes “Risk On”
The markets have ignored the impeachment proceedings and now with balance sheet expansion and a trade deal on the horizon,…
Oil 2020 Outlook: Middle East Peace, Peak Shale & Cheap Equities
Our 2020 outlook for the oil market: The apetite for conflict in the middle east is deminished, shale oil growth…
Germany’s Swing to the Left Could Result in Greater Fiscal Union
Germany is experiencing a shift to the left, which could cause further banking union and potentially fiscal union.
As the Dec. 15 Tariff Deadline Approaches, Will Trump Call a Deal?
What are the chances of Trump announcing a trade deal before the Dec. 15 tariff hike deadline and what effect…
WeWork the Weakest Link in SoftBank’s VC Mirage
There has been no reference in the columns for a while now of the debacle of the recently aborted WeWork…
Can Emerging Markets Escape the “Middle Income Trap”?
A point made in the inauguration speech on Oct. 20 of re-elected Indonesian President Jokowi caught the eye recently. The…
Concentration Risk of Chinese Equities and the Impact on Emerging Markets
Christopher Wood writes about the concentration risk of Chinese equities in Emerging Markets indexes.
With Trade Deal on Horizon, Asian Stocks Would Catch a Bid
Christopher Wood writes about the Fed's quantitative easing and the potential impact a trade deal could have on Asian stocks.
Will China and the U.S. Sign a ‘Currency Pact’?
There's talk lately of a 'currency pact' between China and the U.S. It seems like it could happen since both…
The Impact of Weakening Business Confidence on the U.S. Economy
I'm still hopeful, as are financial markets, that some sort of trade deal can be agreed between the U.S. and…