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·
China’s Domestic-Driven Economy Will Insulate it from Trade Warriors’ Attack Christopher Wood·October 22, 2018Strategist Christopher Wood likens US trade warriors' attacks on Japan in the 1980s to their attacks on China...Global Strategy·1 Comment·
Implications of the US 10-Yr Treasury Bond Breaking Through 37-Year Trend Line Christopher Wood·October 15, 2018Strategist Christopher Wood assesses the strength of the US economy now that the treasury bond market has broken...Global Strategy·12 Comments·
China, North Korea, Iran… Has Trump Achieved Maximum Winning? Christopher Wood·October 8, 2018Between the trade war with China, denuclearization demands on North Korea, and asking others to stop buying Iranian...Global Strategy·0 Comments·
Weak Chinese Stock Market Driven by Domestic Deleveraging not Trade War Christopher Wood·October 2, 2018The weak Chinese stock market is not attributed to Trump's trade war but rather due to slowing consumption...Global Strategy·0 Comments·
How a Democrat Win in the Midterms Will Affect the Markets Christopher Wood·September 24, 2018Strategist Christopher Wood writes about the likelihood of a Democrat win in the midterms and the effect that...Global Strategy·7 Comments·
Cannabis Legalization in North America and the Economics of the Opioid Crisis Christopher Wood·September 19, 2018Strategist Christopher Wood writes about the legalization of marijuana in Canada, and opioid crisis as a catalyst for...Global Strategy·2 Comments·
The Strong US Dollar, Buyback Frenzy and Increased Savings Christopher Wood·September 9, 2018Strategist Christopher Wood looks at the effect of the strong US dollar, share buybacks, and increased savings rate....Global Strategy·0 Comments·
