Inflation Expectations Approaching the Point of No Return Christopher Wood·April 5, 2021Market inflation expectations are rapidly approaching the 2.5% point of no return. Cyclicals and commodities will outperform until...Global Strategy·8 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·
Coming to America – Yield Curve Control Christopher Wood·February 10, 2021Large and rising debt levels make it more and more likely yield curve control is coming to America...Global Strategy·0 Comments·
Asia Will Outperform in a World of Weak Dollars and Accelerating Inflation Christopher Wood·February 1, 2021A cyclical recovery in Asia will likely drive stock outperformance vs the western world in coming years....Global Strategy·0 Comments·
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·
