Christopher Wood
Bank Lending Holds the Key to Future Inflation
The pro-cyclical inflation story keeps building as market pundits have competed to increase their 2022 Fed rate hike forecasts ever…
The Asset Speculation Game is Far from Over
Base effects mean the real test of whether the pickup in inflation will prove transitory or not will only become…
Bull Market Correction or Nasty Unwind – Bond Investors Will Decide
The view here remains to continue to favour the back-to-normal cyclical trade on the view that the vaccine rollout story…
Asia Will Outperform in a World of Weak Dollars and Accelerating Inflation
The view here remains that the key issue facing investors in 2021 is the Federal Reserve’s policy response coming out…
India is Starting a Cyclical Recovery – Buy Indian Stocks
As good a stock market investment story in Asia as any is India. The Indian economy is almost back to…
The “Passive Put” and Tesla’s Bitcoin Wildcard
The advice here remains to stick with the “back to normal” trade despite the scare over the mutating virus in…
We Are Witnessing the Beginning of the End of the Deflationary Era
The cyclical trade continues to be recommended here, despite the ongoing COVID “second wave”. On this point, it is interesting…
The Virus is Burning Itself Out, Buy Stock Market Weakness
Joe Biden’s most important running mate, Covid-19, has clearly turned massively in his favour. The 7-day average daily new case…
When Does the Economic Harm Outweigh the Quarantine Solution?
The S&P500 has rallied 31% off the post-crash low of 2,192 reached on 23 March to 2,875. S&P500 Price This…