The Underestimated Risk of Deflation in America Christopher Wood·October 17, 2024Global Strategy·0 Comments·
The Language That Could Signal a Fed Pivot Christopher Wood·August 30, 2022Global Strategy·1 Comment·
Rising Rents Feed Inflation, While Lower Bond Yields Trip Up Cyclicals Christopher Wood·August 16, 2021Rising housing prices and rents are telling us inflation will not be cooling off anytime soon. Falling US...Global Strategy·0 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·
Fed’s License to Overshoot on Inflation Christopher Wood·September 14, 2020Grizzle's Market Strategist Chris Wood analyzes the Fed's dovish stance on inflation, the bond market, US dollar and...Global Strategy·0 Comments·
Fed Yield Curve Control will Drive the US Dollar Lower and Valuations of Growth Stocks Higher Christopher Wood·August 19, 2020Grizzle's Market Strategist Chris Wood examines the prospective impact of Fed yield curve control on growth stocks and...Global Strategy·1 Comment·
Boomers Shafting Millennials & The Inflationary Impulse of COVID-19 Christopher Wood·May 5, 2020The fiscal and monetary politics of COVID-19 amounts to baby boomers shafting millennials. Post lockdown investors should expect...Global Strategy·1 Comment·
Could Coronavirus be the Catalyst for Monetary and Fiscal Policy to Merge? Christopher Wood·March 23, 2020With the Coronavirus acting as a catalyst, it's likely the Fed will directly finance the government, effectively combining...Global Strategy·3 Comments·
