US vs China: The Surging Greenback and the Trade War Favour the US Christopher Wood·August 19, 2018Strategist Christopher Wood considers the surging US dollar and the trade war's effect on China's economy....Global Strategy·1 Comment·
The US Tax Reform GDP Sugar Rush Coming to an End Christopher Wood·August 12, 2018Strategist Chris Wood looks at the impacts of the end of the US Tax Reform Sugar Rush coming...Global Strategy·16 Comments·
The Flattening US Yield Curve and the Fed Balance Sheet Unwind Christopher Wood·August 6, 2018Strategist Chris Wood looks at the impacts of how the US Federal Reserve is managing the flattening yield...Global Strategy·8 Comments·
Electric Car Hype Sows the Seeds for a Future Inflationary Oil Price Spike Christopher Wood·July 30, 2018The chronic under investment in oil production coupled with continued strong consumer demand sows the seeds for an...Global Strategy·1 Comment·
Brexit a Sideshow Relative to Populist Eurozone Uprising Christopher Wood·July 23, 2018Strategist Christopher Wood assesses the likely outcome of Brexit and the effect it will have on the UK...Global Strategy·4 Comments·
Fed Tightening Cycle Triggers Emerging Markets Debt Dislocation Christopher Wood·July 16, 2018Strategist Christopher Wood examines the emerging markets debt dislocation caused by the US Federal Reserve tightening cycle....Global Strategy·3 Comments·
US Dollar Strength Usher Emerging Market Credit Tears Christopher Wood·July 9, 2018Strategist Christopher Wood analyses the second order impacts of Fed tightening and the strong US dollar on emerging...Global Strategy·3 Comments·
US vs China – Is it ‘Art of the Deal’ or Economic Warfare? Christopher Wood·July 3, 2018Strategist Christopher Wood writes about Donald Trump's dealmaking and whether it will lead to all out economic warfare...Global Strategy·38 Comments·
Trade War! Making Sense of Trump’s Good Cop / Bad Cop Theatre Christopher Wood·June 25, 2018Strategist Christopher Wood assesses what could happen as a result of the Trump administration's pursuit of deglobalization and...Global Strategy·38 Comments·
