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·
Fed Comes to Grips with Reality: Asset Prices Drive Economies Christopher Wood·February 11, 2019Strategist Christopher Wood writes about how the Fed has retreated from its policy of quantitative tightening and the...Global Strategy·1 Comment·
Will The Donald Score a Double Win on China and North Korea? Christopher Wood·February 4, 2019Global investment strategist Christopher Wood examines the likelihood Donald Trump securing a trade deal with China and a...Global Strategy·4 Comments·
Now is the Time to Buy UK Stocks With Cheap Pound Due to Brexit Christopher Wood·January 28, 2019Strategist Christopher Wood writes about Brexit and how it's creating a good buy opportunity for British stocks as...Global Strategy·1 Comment·
China Preys on Taiwan’s Chaotic Political Climate to Unify Christopher Wood·January 21, 2019Strategist Christopher Wood writes about the current political climate in Taiwan and how China is pressing ever harder...Global Strategy·2 Comments·
Guideposts for Powell’s Direction on Quanto Tightening Christopher Wood·January 14, 2019Strategist Christopher Wood writes about Fed chairman Jerome Powell's position on Quanto Tightening, interest rates and China's economic...Global Strategy·3 Comments·
