Will Denyer

Will is Gavekal’s lead analyst on the US economy and markets.  He also helps manage the global research team. Will is from the US, but he is now based at Gavekal’s headquarters in Hong Kong. He writes on a range of topics, but his key areas of interest include US monetary policy, business cycle analysis, demographics, the relationship between corporate profitability and interest rates (a la Knut Wicksell), valuations, and asset allocation.