Exploding Government Deficits Mean Bad News for Bonds, Good News for Gold Christopher Wood·April 8, 2020With the Federal Reserve now explicitly funding government spending, bond investors may be in for dissapointing returns. Gold...Global Strategy·1 Comment·
Assessing the Economic Battle Lines of the Coronavirus Christopher Wood·March 2, 2020Find out what the best way to play the market now with the effect of the Coronavirus.Global Strategy·1 Comment·
The Impact of Middle Eastern Oil on the US Economy Christopher Wood·November 5, 2018Global Strategy·2 Comments·
Implications of the US 10-Yr Treasury Bond Breaking Through 37-Year Trend Line Christopher Wood·October 15, 2018Strategist Christopher Wood assesses the strength of the US economy now that the treasury bond market has broken...Global Strategy·12 Comments·
Fed Tightening Cycle Triggers Emerging Markets Debt Dislocation Christopher Wood·July 16, 2018Strategist Christopher Wood examines the emerging markets debt dislocation caused by the US Federal Reserve tightening cycle....Global Strategy·3 Comments·