A Catchup on Japan: Will Outperformance vs the US Continue? Christopher Wood·May 8, 2025Global Strategy·0 Comments·
Mar-A-Lago Accord Deep Dive: Implications and Risks Christopher Wood·April 29, 2025Global Strategy·0 Comments·
While Tariffs Bite, Inflation and International Stocks Will Keep Rising Christopher Wood·April 24, 2025Global Strategy·0 Comments·
Rising Rents Feed Inflation, While Lower Bond Yields Trip Up Cyclicals Christopher Wood·August 16, 2021Rising housing prices and rents are telling us inflation will not be cooling off anytime soon. Falling US...Global Strategy·0 Comments·
Fed’s License to Overshoot on Inflation Christopher Wood·September 14, 2020Grizzle's Market Strategist Chris Wood analyzes the Fed's dovish stance on inflation, the bond market, US dollar and...Global Strategy·0 Comments·
Fed Yield Curve Control will Drive the US Dollar Lower and Valuations of Growth Stocks Higher Christopher Wood·August 19, 2020Grizzle's Market Strategist Chris Wood examines the prospective impact of Fed yield curve control on growth stocks and...Global Strategy·1 Comment·
FANG Faces the Existential Threat of Disruption and Regulation Christopher Wood·October 29, 2018Strategist Christopher Wood writes about the threat of regulation to FANG and the impending threat of technological disruption....Global Strategy·1 Comment·
The Strong US Dollar, Buyback Frenzy and Increased Savings Christopher Wood·September 9, 2018Strategist Christopher Wood looks at the effect of the strong US dollar, share buybacks, and increased savings rate....Global Strategy·0 Comments·
