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.

My interests

My interests include, but are not ... more

ALL CONTRIBUTIONS

How Are Chinese Stocks Responding To Tariffs With The US And A Slowdown In Asian Growth?
Despite US tariffs, China’s September trade balance with the US reached a record high.
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Not Waving But Drowning – Stocks, Debt And Inflation?
The US stock market is close to being in a corrective phase. Global debt has passed $63trln – above the levels of 2007. Interest rates remain historically low, given the point in the economic cycle.
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UK Financial Services – Opportunities And Threats Post-Brexit – Short-Term Pain, Long-Term Gain?
A Brexit deal is still no closer, but trade will not cease after March Short-term UK and EU growth will suffer Medium-term transition will hold back capital investment Long-term, there will be opportunities which will eclipse the threats
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Divergent – The Breakdown Of Stock Market Correlations, Temp Or Perm?
Emerging market stocks have stabilized, helped by the strength of US equities.
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Canary In The Coal-Mine - Emerging Market Contagion
Emerging market currencies, bonds and stocks have weakened.
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Where In The World? Hunting For Value In The Bond Market
Few government bond markets offer a positive real return.
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Latest Posts
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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