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·
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·
