Eurozone Yield Curve Control is Happening, is This Bad for the Euro? Christopher Wood·April 19, 2021Under the surface it sure looks like Europe is capping interest rates. If so this is not good...Global Strategy·2 Comments·
China is the One Safe Haven for Bond Investors Christopher Wood·April 15, 2021For bond market investors, its doesn't get much better than shorting the US treasury and buying Chinese Bonds....Global Strategy·0 Comments·
Regulation of Big Tech is Underappreciated by the Market Christopher Wood·March 30, 2021The stock market isn't pricing in regulatory risks, but governments are still coming for Big Tech in this...Global Strategy·1 Comment·
No Rate Hikes Until 2023 – Or Maybe Not… Christopher Wood·March 23, 2021The Federal Reserve and the market think we won't see interest rate hikes until 2023. But bond investors...Global Strategy·2 Comments·
The Post-COVID Rebound Will Benefit Commodities – But Beware A Taper Tantrum Christopher Wood·March 16, 2021Commodities scream inflation. Will the developed world take the right steps to avoid a return to 1980's era...Global Strategy·0 Comments·
Inflation About to Run Hot, Will Government’s Panic? Christopher Wood·March 11, 2021Inflation will likely run hotter than expected as economies reopen. Will governments react or sit and wait?...Global Strategy·1 Comment·
The Cyclical Rebound Hinges on the Success of COVID Vaccines Christopher Wood·March 1, 2021The world may have to get used to the COVID virus and reopen hard hit businesses....Global Strategy·0 Comments·
Bull Market Correction or Nasty Unwind – Bond Investors Will Decide Christopher Wood·February 25, 2021The difference between a normal correction and a nasty downturn comes down to how bond investors behave in...Global Strategy·1 Comment·
The Bond Market vs Yield Curve Control: Who Blinks First Christopher Wood·February 18, 2021Global Strategy·1 Comment·
