Global Strategy
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…
The Growing Politicization of Central Banks
The worlds of politics and central banks are increasingly converging, just as fiscal and monetary policy have long since started…
Will the Collective Insanity Driving the Bull Market Continue?
What about the U.S. presidential election next year? It remains way too early to start pontificating on outcomes. But, at…
China’s Anti-Protester Campaign Now Focusing on Hong Kong Housing Market
Christopher Wood provides his take on China's spin of the Hong Kong protests and possible causes for the recent demonstrations.
The UK’s Constitutional “Reforms” Are Further Adding to the Brexit Deadlock
It remains truly incredible the mess former British Prime Minister David Cameron created with his ill-fated decision to call a…
Strong Employment Give Japan’s Economy a Boost
If you took a look at Japan’s extreme monetary policy, it would be easy to think the country was stuck…
Will China Lose Face for the Sake of a Trade Deal with America?
“They are on their knees.” This is a comment I heard attributed to Donald Trump, and made to another G7…
China vs Hong Kong: As the Economy Weakens Will Beijing Intervene?
The demonstrations in Hong Kong have been making global headlines in recent weeks and months. Hong Kong Chief Executive Carrie…