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·
India is Starting a Cyclical Recovery – Buy Indian Stocks Christopher Wood·January 27, 2021With the COVID-19 vaccine now rolling out across India, a cyclical recovery is just getting started. Buy Indian...Global Strategy·1 Comment·
The “Passive Put” and Tesla’s Bitcoin Wildcard Christopher Wood·January 11, 2021Tesla is serving as a prototype for how the rise of passive investing can distort market valuations. Short...Global Strategy·2 Comments·
Post-COVID Liftoff: Cyclicals, Gold & Bitcoin Christopher Wood·December 9, 2020What investors should continue to own as we transition into a post-COVID world....Global Strategy·3 Comments·
The Landscape is Shifting for Chinese Fintech Christopher Wood·November 16, 2020The delayed Ant Group IPO demonstrated the Chinese government will allow innovation, but on its own terms....Global Strategy·2 Comments·
How the Fed Reacts to a Vaccine Driven Recovery Will Determine the Market’s Fate Christopher Wood·November 9, 2020An economic recovery almost always leads to higher interest rates. This time is different....Global Strategy·4 Comments·
