Do Banks Hold the Key to Higher Inflation? Christopher Wood·June 8, 2021An inflation scare is likely coming later this year, but bank lending will truly determine if inflation is...Global Strategy·0 Comments·
Only One Thing Can Derail the Post-COVID Stock Recovery Christopher Wood·June 2, 2021The cyclical recovery is gaining steam, but there is one thing that can cause a stock market correction....Global Strategy·2 Comments·
Investors are Flocking to China as Governments Print Money Christopher Wood·May 26, 2021Investors will keep moving money into Chinese Stocks and Bonds for the following reasons....Global Strategy·2 Comments·
Are US Regulators Coming for Bitcoin? Christopher Wood·May 17, 2021How do the people in power feel about Bitcoin? A look into the halls of power and what...Global Strategy·1 Comment·
The Biggest Inflation Scare Since the 1980’s is Coming Christopher Wood·May 3, 2021An inflation scare not seen since the 1980's is coming. Is it temporary or is higher inflation here...Global Strategy·0 Comments·
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·
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·
