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·
Release the Barrels! The Impact of the OPEC Pivot on Oil Stocks Thomas George·June 23, 2018Grizzle analyzes the impact of OPEC's decision to increase oil production and what the resultant impact would be...Millennial Markets·0 Comments·
Sociopath Inc. – Elizabeth Holmes and Shane Smith Embody Selfie Capitalism Thomas George·June 19, 2018Grizzle chronicles the sociopathic traits of two of the greatest corporate con artists in the US: Elizabeth Holmes...Millennial Markets·1 Comment·
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·
