The End of U.S. Monetary Tightening a Tailwind for Emerging Markets and Gold Christopher Wood·January 7, 2019Strategist Christopher Wood writes about the effect of monetary tightening on the U.S. and emerging markets in 2019...Global Strategy·3 Comments·
2019 Market Outlook: The Tightrope of U.S. Earnings Christopher Wood·December 17, 2018Strategist Christopher Wood provides a 2019 Market Outlook for stocks in the US and Emerging Markets and the...Global Strategy·0 Comments·
A Truce on Trade Between China and the U.S. Christopher Wood·December 11, 2018Strategist Christopher Wood writes about the result of the Dec. 1 truce on trade between the U.S. and...Global Strategy·6 Comments·
Will Private Equity Blow Up in an Economic Downturn? Christopher Wood·December 3, 2018Strategist Christopher Wood writes about the state of private equity, leveraged finance, and weakening creditor protection....Global Strategy·0 Comments·
British Brexiteers and Italian Populists Making a Hot Mess of EU Politics Christopher Wood·November 26, 2018Strategist Christopher Wood pieces together the messed up politics of Brexit and Italy to give a picture of...Global Strategy·0 Comments·
Pakistan: Well Positioned to Benefit from the US-China Trade War Christopher Wood·November 19, 2018Strategist Christopher Wood writes about Pakistan's economics, its positioning in the US-China trade war, and whether it's a...Global Strategy·1 Comment·
Expect Markets to Rally Thanks to Mid-terms and an Impending China Trade Deal Christopher Wood·November 13, 2018Christopher Wood writes about how the markets are expected to rally now that the mid-term elections are done...Global Strategy·1 Comment·
The Impact of Middle Eastern Oil on the US Economy Christopher Wood·November 5, 2018Global Strategy·2 Comments·
FANG Faces the Existential Threat of Disruption and Regulation Christopher Wood·October 29, 2018Strategist Christopher Wood writes about the threat of regulation to FANG and the impending threat of technological disruption....Global Strategy·1 Comment·
