The Absurdity of Economic Lockdown into Depression Christopher Wood·May 19, 2020Macro Strategist Christopher Wood examines the absurdity of governments locking down their economies into depression and resultant money...Global Strategy·3 Comments·
The More Main Street Opens Up, The More Stock Markets Will Like It Christopher Wood·May 12, 2020Grizzle Strategist Christopher Wood views the growing focus to re-open the economy in the face of COVID-19 as...Global Strategy·0 Comments·
Boomers Shafting Millennials & The Inflationary Impulse of COVID-19 Christopher Wood·May 5, 2020The fiscal and monetary politics of COVID-19 amounts to baby boomers shafting millennials. Post lockdown investors should expect...Global Strategy·1 Comment·
Stocks & Gold Assets to Own, Real Bear Market is in Government Bonds Christopher Wood·April 27, 2020The monetary and fiscal policy response to the Coronavirus will usher a bear market for US government bonds,...Global Strategy·3 Comments·
When Does the Economic Harm Outweigh the Quarantine Solution? Christopher Wood·April 20, 2020The longer quarantine's go on, the greater the risk of debt defaults across the world. When does the...Global Strategy·1 Comment·
Is the Fed Propping up Both Bond and Stock Markets? Christopher Wood·April 13, 2020The Federal Reserve is doing everything it can, but if the quarantine goes on too long, both the...Global Strategy·1 Comment·
Exploding Government Deficits Mean Bad News for Bonds, Good News for Gold Christopher Wood·April 8, 2020With the Federal Reserve now explicitly funding government spending, bond investors may be in for dissapointing returns. Gold...Global Strategy·1 Comment·
Europe Will Provide the Coronavirus Signal to Buy Risky Assets Christopher Wood·March 30, 2020Ignore the stimulus measures. The only indicator investors should be watching for a sign to buy risk assets...Global Strategy·1 Comment·
Could Coronavirus be the Catalyst for Monetary and Fiscal Policy to Merge? Christopher Wood·March 23, 2020With the Coronavirus acting as a catalyst, it's likely the Fed will directly finance the government, effectively combining...Global Strategy·3 Comments·
