Has the Economy Reached a State of “Benign Equilibrium”? Christopher Wood·April 18, 2019Strategist Christopher Wood writes about the Financial Stress Index, credit spreads, the possibility of monetary tightening and the...Global Strategy·1 Comment·
Why the Stock Market Rally Has Resumed and What to Expect Christopher Wood·April 10, 2019Strategist Christopher Wood writes about the factors involved in the resumption of the stock market rally and what we could expect to happen.Global Strategy·2 Comments·
All Aboard the Big Tech Breakup Bandwagon Christopher Wood·April 2, 2019Strategist Christopher Wood writes about the growing target on big tech's back as politicians on both sides of...Global Strategy·1 Comment·
Don’t Dismiss the Eurozone – It Could Spark the Next Global Financial Crisis Christopher Wood·March 27, 2019Christopher Wood writes about the current politics of the Eurozone and the threats to its economy, primarily in Italy, with the upcoming European elections.Global Strategy·1 Comment·
Modern Monetary Theory: Socialist Economic Quackery Akin to Quanto Easing Christopher Wood·March 19, 2019Strategist Christopher Wood writes about Modern Monetary Theory, (MMT), why this economic theory is growing in popularity and whether it can work.Global Strategy·0 Comments·
How the Fed is Overshooting its Inflation Target Christopher Wood·March 13, 2019Strategist Christopher Wood writes about how the Fed is overshooting its inflation target and how the doves are...Global Strategy·0 Comments·
Political Pressure is Mounting to End the Share Buyback Bonanza Christopher Wood·March 5, 2019Strategist Christopher Wood writes about the growing political threat to US corporate share buybacks from both sides of...Global Strategy·1 Comment·
“Risk On” Market Remains the Base Case but There is One Big Risk Christopher Wood·February 25, 2019Strategist Christopher Wood write about the risk-on market being the base case and the biggest risk to the market.Global Strategy·9 Comments·
Aussie Housing Correction Exposes Vulnerability in Banks Christopher Wood·February 20, 2019Strategist Christopher Wood writes about Australia's housing market showing signs of weakness vis a vis the current political...Global Strategy·1 Comment·
