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·
Coronavirus a Crisis Test for China’s Communist Party and President Xi Christopher Wood·March 15, 2020China's battle with the Coronavirus has become a crisis test for the Communist Party and President Xi. The...Global Strategy·4 Comments·
The Coronavirus Pandemic Is Increasingly the World’s Problem Christopher Wood·March 9, 2020The coronavirus is now a key risk for the global economy and for the reelection campaign of Donald...Global Strategy·5 Comments·
Assessing the Economic Battle Lines of the Coronavirus Christopher Wood·March 2, 2020Find out what the best way to play the market now with the effect of the Coronavirus.Global Strategy·1 Comment·
The Coronavirus Pandemic and the European Economy Christopher Wood·February 25, 2020Christopher Wood writes about the growth of the coronavirus (COVID-19) pandemic as well as how the European economy...Global Strategy·1 Comment·
German Auto Sector Threatened by Strict Emissions Regulations Christopher Wood·February 19, 2020Christopher Wood writes about the challenges facing the German auto sector as it strives towards carbon neutrality, imposing...Global Strategy·2 Comments·
