Colin Lloyd | TalkMarkets | Page 1

Colin Lloyd

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 confined too, ...more
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Inflationary Inflection Point Or Temporary Blip?
Monday, July 19, 2021 7:18 AM EDT
During the last three months inflation has become a much debated topic. This article, which was published in March, may still add something to the increasingly heated debate.
In this article: NDX, SPX, SPTL
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First In, First Out – China As A Leading Indicator
Friday, May 21, 2021 8:17 AM EDT
China was the first country to recover from the COVID-19 pandemic. The PBoC began tightening monetary conditions in May 2020. Chinese housing and stocks remain strong despite the official policy.
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A Review Of Stock Market Valuations - Part 2
Friday, February 26, 2021 5:17 AM EDT
Shorter-term indicators suggest the markets have run ahead of fundamentals.
In this article: GME, TSLA, IEF, BITCOMP
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A Review Of Stock Market Valuations
Friday, February 19, 2021 4:58 AM EDT
As global stock markets continue to rise, commentators talk of a bubble.
In this article: IEF, SPX
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US Stocks In 2020 And The Prospects For 2021
Thursday, December 31, 2020 4:16 AM EDT
The US stock market is making all-time highs. It has been a torrid year. The 35% shakeout in the S&P 500, seen in March, turned out to be the best buying opportunity in several years.
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Relax, Rotate, Reflate
Friday, November 27, 2020 3:34 AM EDT
With US elections over and a vaccine in sight, financial market uncertainty has declined.
In this article: IEUR, EEM, VIX
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The Prospects For Emerging And Frontier Markets In The Post-Covid Environment
Friday, November 6, 2020 4:15 AM EDT
The Covid pandemic has accelerated several economic trends.
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Step-Change At The Fed – Reaching For The Stars
Friday, September 4, 2020 4:12 AM EDT
The Federal Reserve has changed the emphasis of their dual mandate Inflation targeting will become more flexible in the long-run Full employment has become the Bank’s priority Asset markets will be the immediate beneficiaries
In this article: INDY, ACWI, QQQ, SPX, DAX, GOVT, IEF
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When Does A Recession Become A Depression?
Friday, August 21, 2020 4:48 AM EDT
The geopolitics of trade policy, already a source of tension before the pandemic struck, has been turbo-charged by the simultaneous supply and demand shocks and their impact on global supply chains.
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The Fiscal Centralization Of Europe Will Not End Well
Wednesday, August 5, 2020 12:00 PM EDT
One of the side effects of the corona pandemic has been a new, integrated fiscal response from European governments. After five days of negotiation the EU27 agreed, last month, to allow the raising of debt at the federal level.
In this article: FXE
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After The Flood – Beyond Fiscal And Monetary Intervention
Friday, June 26, 2020 4:51 AM EDT
The monetary and fiscal stimulus to ameliorate the effect of the pandemic has exceeded $9trln. Stock markets have recovered, although most are below their February highs.
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A Brave New World For Value Investing
Friday, June 5, 2020 11:59 AM EDT
Stock markets have rebounded from their March lows on fiscal and monetary stimulus. The prospect of further fiscal spending and broader quantitative easing remains. The global economy has changed forever and value analysis is back in demand.
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A Rose By Any Other Name - Coronabonds And The Future Of The Eurozone
Friday, April 17, 2020 2:46 AM EDT
A European fiscal spending package worth Euro 540bln has been agreed upon as Eurozone bonds have crashed and recovered and Coronabonds have been found unnecessary.
In this article: EZU
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Epidemics, Economic Growth And Stock-Market Performance – An Historical Perspective
Saturday, March 14, 2020 9:00 AM EDT
Given the continued lack of clarity about COVID-19 in terms of numbers infected and numbers suffering, it may seem futile to attempt to gauge the potential economic impact of the current Coronavirus outbreak.
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When The Facts Change
Friday, February 14, 2020 9:39 AM EDT
The coronavirus is a human tragedy, but the markets remain sanguine.
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US Bonds – 2030 Vision – A Decade In The Doldrums
Thursday, January 16, 2020 6:52 PM EDT
Having reached their yield low at 1.32% in July 2016, US 10yr bond yields have been locked in, just shy of, a 2% range for the last two and half years (subsequent high 3.25% and low 1.43%).
In this article: IEF
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