Inflation Could Drive a Massive Rotation from Bonds to Stocks Christopher Wood·May 13, 2021Since 2006 investors have been pouring money into stocks, not bonds. An inflation led reversal could be powerful...Global Strategy·0 Comments·
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·
Eurozone Yield Curve Control is Happening, is This Bad for the Euro? Christopher Wood·April 19, 2021Under the surface it sure looks like Europe is capping interest rates. If so this is not good...Global Strategy·2 Comments·
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·
Regulation of Big Tech is Underappreciated by the Market Christopher Wood·March 30, 2021The stock market isn't pricing in regulatory risks, but governments are still coming for Big Tech in this...Global Strategy·1 Comment·
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·
