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·
Negative Rates or Not, Inflation’s at Your Doorstep Christopher Wood·May 27, 2020The 30 year bull market in bonds is over. The Fed is likely to fix interest rates. Buy...Global Strategy·3 Comments·
Guideposts for Powell’s Direction on Quanto Tightening Christopher Wood·January 14, 2019Strategist Christopher Wood writes about Fed chairman Jerome Powell's position on Quanto Tightening, interest rates and China's economic...Global Strategy·3 Comments·
More Hawk than Dove? Will Powell’s Fed Remove Monetary Punch Bowl Christopher Wood·April 23, 2018Fed chairman Jerome Powell is not the dove people think he is. There's a clear risk to markets...Global Strategy·6 Comments·
