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

China – Leading Indicator? Stocks, Credit Policy, Rebalancing And Money Supply
Chinese yields have reached their highest since October 2014; money supply growth is below target and continues to moderate
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Bull Market Breather Or Beginning Of The End?
Stock markets have finally taken a breather over the last fortnight, although the S&P 500 has made a new, marginal, high this week.
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Global Real Estate And The End Of QE – Is It Time To Be Afraid?
Higher interest rates and weakness in household earnings growth will temper the rise in property prices. If the markets run scared it may even lead to a brief correction.
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European Bonds – Warning Knell Or Cause For Celebration?
Greek bonds have been the best performer in the Eurozone year to date. Portuguese bonds have also rallied since March whilst Spanish Bonos declined. German Bund yields are up 28bps since January heralding an end to ECB QE.
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Japan – Politics, Central Banking And The Nikkei 225
PM Abe called a snap general election for October, amid rising geopolitical tensions. The BoJ maintain QQE despite Federal Reserve plans to reduce its balance sheet. Japanese wages are rising whilst inflation is stuck at zero.
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Is Chinese Growth About To Falter?
China has long been the marginal driver of demand for a wide array of commodities. In an attempt to understand the recent rise in the price of industrial metals, the strength of Chinese demand is a key factor. The picture is mixed.
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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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