The Biggest Contrarian Coronavirus Bet is to Buy Chinese Stocks

With the Coronavirus pandemic affecting more people each day, that fear has hit Chinese stocks, making now a good time to buy.... Read More»

Gold is Your Hedge Against Central Bankers Gone Wild

As G7 central banks are at a point where they can't normalize monetary policy and continue their balance sheet expansion, watch gold continue to rise.... Read More»

Markets Have Shrugged Off Impeachment While QE Stokes “Risk On”

The markets have ignored the impeachment proceedings and now with continued balance sheet expansion and a trade deal on the horizon, will it continue to be "risk on"?... Read More»

With Trade Deal on Horizon, Asian Stocks Would Catch a Bid

Christopher Wood writes about the Fed's quantitative easing and the potential impact a trade deal could have on Asian stocks.... Read More»

The Growing Politicization of Central Banks

The worlds of politics and central banks are increasingly converging, just as fiscal and monetary policy have long since started to converge in the conduct ... Read More»

Egg Head Economists at the Fed Think Deflation Has to Be Avoided – It Doesn’t

The focus of financial markets this week has again been the U.S.-China trade deal triggered by the much Twitter-driven news dynamic courtesy of the Donald. ... Read More»

Fed Comes to Grips with Reality: Asset Prices Drive Economies

The view this year is that financial markets this year will be more sensitive to developments concerning the Fed balance sheet, or quantitative tightening, ... Read More»

More Hawk than Dove? Will Powell’s Fed Remove Monetary Punch Bowl

With money markets now discounting three Fed rate hikes this year, and maybe even four, and the 10-year Treasury bond yield approaching 3% again, the attitu... Read More»

The Biggest Risk to Stock Markets — Central Banks Removing the Liquidity Punch Bowl

The Liquidity Punch Bowl It is appropriate with the inauguration of this weekly column to look at the 'Big Picture'. The biggest risk to world stock markets,... Read More»

Quantitative Easing