The Great China Deleverage: Economy Ain’t Broke and Stocks OK Christopher Wood·June 17, 2018Strategist Chris Wood examines Beijing's nimble and gentle deleveraging of China's economy and the resultant impact on bonds...Global Strategy·30 Comments·
Italian Politics: The Calm Before the Next Storm Christopher Wood·June 11, 2018Strategist Chris Wood assesses the situation in Italy and whether its populist coalition will lead to the country...Global Strategy·21 Comments·
Teflon Don – Republican Midterm Victory the Base Case Christopher Wood·June 3, 2018Global Strategist Christopher Wood identifies key economic and polling data that point to the likelihood of a Republican...Global Strategy·1 Comment·
US Sanctions on Iran: The Unraveling of Pax Americana Christopher Wood·May 27, 2018As Mike Pompeo threatens to escalate sanctions on Iran, much foreign investment is at stake. This is sparking...Global Strategy·45 Comments·
Italy’s Populist Uprising Could Trigger Another Eurozone Crisis Christopher Wood·May 20, 2018Italy's populist parties could form a coalition that may trigger another Eurozone crisis. What effect will that have...Global Strategy·12 Comments·
Strong Oil Prices Stoking the US Inflation Narrative Christopher Wood·May 13, 2018Global Investment Strategist Christopher Wood writes about peak electric vehicle hype and rising oil prices adding to inflation...Global Strategy·7 Comments·
India Rising: Charting a Path of Development Through Digitalization Christopher Wood·May 6, 2018Global Strategist Christopher Wood writes about his favourite stock market in Asia, India, and the unique feature it's...Global Strategy·4 Comments·
Peaceful Kim Jong-un a Potential Catalyst for Cheap Korean Stock Market Christopher Wood·April 30, 2018Global Strategist Christopher Wood writes about the momentous Korean peace talks that are taking place, and the impact...Global Strategy·33 Comments·
More Hawk than Dove? Will Powell’s Fed Remove Monetary Punch Bowl Christopher Wood·April 23, 2018Fed chairman Jerome Powell is not the dove people think he is. There's a clear risk to markets...Global Strategy·6 Comments·
