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·
Italy’s Stagnant Economy the Most Likely Trigger to Europe’s Existential Crisis Christopher Wood·September 3, 2018Despite talk of trade wars and overvalued FANG stocks, a global financial crisis is most likely to be...Global Strategy·15 Comments·
Turkish Turmoil as US Fiscal Easing and Monetary Tightening Continues Christopher Wood·August 26, 2018Strategist Christopher Wood looks at what route Turkey will take as fiscal easing and monetary tightening continues in...Global Strategy·5 Comments·
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·