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·
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·
