Southern European Stocks Looking Juicy Driven by Gov’t Bond Buying Christopher Wood·December 16, 2020The EU is firmly in the dovish camp meaning large scale buying of gov't bonds will continue. Buy...Global Strategy·1 Comment·
Europe is the Cyclical Catch Up Trade & Gold is the Hedge Christopher Wood·July 9, 2020Grizzle's Market Strategist Chris Wood views Europe and Japan as the cyclical catch up trades while gold is...Global Strategy·1 Comment·
The More Main Street Opens Up, The More Stock Markets Will Like It Christopher Wood·May 12, 2020Grizzle Strategist Christopher Wood views the growing focus to re-open the economy in the face of COVID-19 as...Global Strategy·0 Comments·
The Impact of Weakening Business Confidence on the U.S. Economy Christopher Wood·October 29, 2019As Donald Trump's approval ratings drop, we move into an election year and the U.S. economy is showing...Global Strategy·1 Comment·
Labour Reform Helping France’s Economy to Finally Bounce Back Christopher Wood·August 12, 2019Christopher Wood writes about the strengthening French economy, largely as a result of Emmanuel Macron's labour reform....Global Strategy·0 Comments·
Eurozone Fiscal Integration – The Escape Valve for European Banks Christopher Wood·July 29, 2019There have been interesting developments of late in the Eurozone. These have raised expectations of even more dovish monetary policy as well as renewed hopes of more fiscal activism.Global Strategy·0 Comments·
Italian Politics: The Calm Before the Next Storm Christopher Wood·June 11, 2018Strategist Chris Wood assesses the situation in Italy and whether its populist coalition will lead to the country...Global Strategy·21 Comments·
