Oil: Market Not Factoring in Iranian Political Risk Christopher Wood·September 5, 2019On Sept 5 Iran may be walking out of the 2015 nuclear deal (Joint Comprehensive Plan of Action...Global Strategy·2 Comments·
More Tariffs Means More Monetary Easing Christopher Wood·August 28, 2019Donald Trump's latest tariffs are a surprise in this growing trade war between the U.S and China. Christopher...Global Strategy·0 Comments·
Will Monetary Easing Continue? Look to the Powell Pivot and Inflation for Answers Christopher Wood·August 19, 2019After a recent 25bp cut, Grizzle Strategist Chris Wood examines the economic data to determine whether further monetary easing should be expected. Global Strategy·0 Comments·
Labour Reform Helping France’s Economy to Finally Bounce Back Christopher Wood·August 12, 2019Christopher Wood writes about the strengthening French economy, largely as a result of Emmanuel Macron's labour reform....Global Strategy·0 Comments·
China’s Economy Still Strong Despite Trade and Tech War Christopher Wood·August 6, 2019Christopher Wood writes about the ongoing strength of China's economy, taking a close look at its retail sales...Global Strategy·1 Comment·
Eurozone Fiscal Integration – The Escape Valve for European Banks Christopher Wood·July 29, 2019There have been interesting developments of late in the Eurozone. These have raised expectations of even more dovish monetary policy as well as renewed hopes of more fiscal activism.Global Strategy·0 Comments·
Deconstructing the Donald’s Political Decisions Christopher Wood·July 23, 2019Christopher Wood analyzes Donald Trump's political decisions and what results it could lead to in the U.S.'s relations...Global Strategy·0 Comments·
The Declining U.S. Dollar Is Good News for Asia Christopher Wood·July 16, 2019Christopher Wood writes about the weakening U.S. dollar and the effect of that on Asia's economy and Bitcoin's...Global Strategy·0 Comments·
Can Share Buybacks and Fed Easing Hold Up the Market? Christopher Wood·July 9, 2019Strategist Christopher Wood explains why he doesn't trust the market at this level with it being propped up...Global Strategy·0 Comments·
