When Does the Economic Harm Outweigh the Quarantine Solution? Christopher Wood·April 20, 2020The longer quarantine's go on, the greater the risk of debt defaults across the world. When does the...Global Strategy·1 Comment·
Is the Fed Propping up Both Bond and Stock Markets? Christopher Wood·April 13, 2020The Federal Reserve is doing everything it can, but if the quarantine goes on too long, both the...Global Strategy·1 Comment·
Europe Will Provide the Coronavirus Signal to Buy Risky Assets Christopher Wood·March 30, 2020Ignore the stimulus measures. The only indicator investors should be watching for a sign to buy risk assets...Global Strategy·1 Comment·
Coronavirus a Crisis Test for China’s Communist Party and President Xi Christopher Wood·March 15, 2020China's battle with the Coronavirus has become a crisis test for the Communist Party and President Xi. The...Global Strategy·4 Comments·
The Coronavirus Pandemic Is Increasingly the World’s Problem Christopher Wood·March 9, 2020The coronavirus is now a key risk for the global economy and for the reelection campaign of Donald...Global Strategy·5 Comments·
