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·
More Xi: China’s Pathway Towards Economic Stability Christopher Wood·April 15, 2018Global Strategist Christopher Wood writes about the stabilizing effect on China's economy that has come from the crackdown...Global Strategy·7 Comments·
US Market Vexed: Trade War + Monetary Tightening Christopher Wood·April 8, 2018Global Strategist Christopher Wood writes about monetary tightening (slowing growth of M2 money supply) and the related risks...Global Strategy·29 Comments·
VIETNAM: Frontier Market Driven by Foreign Investment and Growth Christopher Wood·April 2, 2018Market strategist Chris Wood outlines the structural upside of the Vietnam stock market. A booming economy driven by...Global Strategy·2 Comments·
Gold, Bond and FX Markets Not Buying Forecast Fed Interest Rate Hikes Christopher Wood·March 25, 2018Christopher Wood examines the relevance of the Federal Reserve's 'dot plot' forecast of future interest rate hikes. Strong...Global Strategy·16 Comments·
Oil – Reassessing the ‘Price Capped’ Narrative Christopher Wood·March 18, 2018In this week's Macro Battleship article, Christopher Wood outlines why US shale oil production may no longer cap...Global Strategy·16 Comments·
Cryptocurrencies: Big Brother Seeks to Snuff Libertarian Fantasy Christopher Wood·March 12, 2018In this week's Macro Battleship article, Christopher Wood explains why regulators will seek to smother and co-opt cryptocurrencies...Global Strategy·3 Comments·
Facebook and Google: The Data Monopolists Face Regulatory Backlash Christopher Wood·March 4, 2018Global Market Strategist Christopher Wood comments on the impending regulatory backlash facing Facebook and Google and suggests a...Global Strategy·9 Comments·
