Global Strategy
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…
Oil: Market Not Factoring in Iranian Political Risk
There is one area which is receiving very little attention in the markets but which could well be dominating headlines…
More Tariffs Means More Monetary Easing
It may be a little ridiculous. But Donald Trump’s surprise decision, or threat, to impose a new round of tariffs…
Will Monetary Easing Continue? Look to the Powell Pivot and Inflation for Answers
After a recent 25bp cut, Grizzle Strategist Chris Wood examines the economic data to determine whether further monetary easing should…