Investment Writer - Presenter
Contributor's Links: In the Long Run

I have been following the ebb and flow of financial markets for more than 30 years. I have worked for brokers and asset managers in commodities, money markets, capital markets, equities and foreign exchange.

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My interests include, but are not ... more

ALL CONTRIBUTIONS

Italy And The Repricing Of European Government Debt
The yield spread between 10yr BTPs and Bunds widened 114bp in May.
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Robots, Employment And The Mis-Measurement Of Productivity
UK productivity – output/hour has risen 1.5% in a decade. UK unemployment, at 4.2%, is the lowest since April 1975. Robots may be coming but it’s not showing up in the data.
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Is The US Exporting A Recession?
The Federal Reserve continue to raise rates as S&P earnings beat estimates. The ECB and BoJ maintain QE. Signs of a slowdown in growth are clearer outside the US.
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Inflation Or Employment
Inflationary fears are growing and US rates continue to rise.
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What To Expect From Central Bankers
As financial markets adjust to higher volatility, it is worth considering what the central banks might be thinking longer term. Commentators have been blaming geopolitics for the recent fall in stocks but central banks may be the root cause.
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Stocks For The Long Run But Not The Short
In the long run, stocks outperform bonds. For decade stocks, bonds and real estate have risen in tandem. The risk of a substantial correction is high.
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Protectionism - Which Countries Have Room For Fiscal Expansion
As globalisation goes into reverse, fiscal policy will take the strain Countries with government debt to GDP ratios <70% represent >45% of global GDP Fiscal expansion by less indebted countries could increase total debt by at least $3.48trln

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