Global Strategy Archives | Page 3 of 12

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. ... Read More»

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 referendum on Britain’s membe... Read More»

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 in dreadful deflation. The reality is nothing so bad.... Read More»

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 leader with reference to China in Biarritz during th... Read More»

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 Lam finally announced on Sept... Read More»

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 and driving market movements in comin... Read More»

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 on China at the start of September has subs... Read More»

Will Monetary Easing Continue? Look to the Powell Pivot and Inflation for Answers

After a recent 25bp cut, Grizzle Strategist Chris Wood examines the economic data to determine whether further monetary easing should be expected. ... Read More»

Labour Reform Helping France’s Economy to Finally Bounce Back

An interesting article appeared in the London-based Financial Times last month (“French central bank chief says ECB should not be driven by markets”, July 1... Read More»