Global Strategy

The Growing Politicization of Central Banks

The worlds of politics and central banks are increasingly converging, just as fiscal and monetary policy have long since started…

October 22, 2019

Will the Collective Insanity Driving the Bull Market Continue?

What about the U.S. presidential election next year? It remains way too early to start pontificating on outcomes. But, at…

October 17, 2019

China’s Anti-Protester Campaign Now Focusing on Hong Kong Housing Market

Christopher Wood provides his take on China's spin of the Hong Kong protests and possible causes for the recent demonstrations.

October 7, 2019

The UK’s Constitutional “Reforms” Are Further Adding to the Brexit Deadlock

It remains truly incredible the mess former British Prime Minister David Cameron created with his ill-fated decision to call a…

October 2, 2019

Strong Employment Give Japan’s Economy a Boost

If you took a look at Japan’s extreme monetary policy, it would be easy to think the country was stuck…

September 24, 2019

Will China Lose Face for the Sake of a Trade Deal with America?

“They are on their knees.” This is a comment I heard attributed to Donald Trump, and made to another G7…

September 18, 2019

China vs Hong Kong: As the Economy Weakens Will Beijing Intervene?

The demonstrations in Hong Kong have been making global headlines in recent weeks and months. Hong Kong Chief Executive Carrie…

September 10, 2019

Oil: Market Not Factoring in Iranian Political Risk

There is one area which is receiving very little attention in the markets but which could well be dominating headlines…

September 5, 2019

More Tariffs Means More Monetary Easing

It may be a little ridiculous. But Donald Trump’s surprise decision, or threat, to impose a new round of tariffs…

August 28, 2019