The Biggest Inflation Scare Since the 1980’s is Coming Christopher Wood·May 3, 2021An inflation scare not seen since the 1980's is coming. Is it temporary or is higher inflation here...Global Strategy·0 Comments·
The Energy and Bank Stock Rebound Will Continue, Buy the Dip Christopher Wood·April 26, 2021Energy and bank stocks have pulled back but remain a buying opportunity....Global Strategy·1 Comment·
China is the One Safe Haven for Bond Investors Christopher Wood·April 15, 2021For bond market investors, its doesn't get much better than shorting the US treasury and buying Chinese Bonds....Global Strategy·0 Comments·
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·
