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

Capital Flows – Is A Reckoning Nigh?
Borrowing in Euros continues to rise even as the rate of US borrowing slows.
Read
Central Bank Balance Sheet Reductions – Will Anyone Follow The Fed?
The next wave of QE will be different, credit spreads will be controlled.
Read
Sustainable Government Debt – An Old Idea Refreshed
Pension fund return expectations for bonds and stocks need to be revised lower.
Read
A World Of Debt – Where Are The Risks?
Since the financial crisis of 2008/2009 global debt has increased to reach a new all-time high.
Read
Emerging Market Sensitivity To US Monetary Policy – What Does The Fed Think?
Emerging market currencies have suffered from US interest rate increases. If tightening is nearly complete there may be buying opportunities in EM stocks.
Read
A Global Slowdown In 2019 – Is It Already In The Price?
US stocks have given back all of their 2018 gains. Several global stock markets are already in bear-market territory.
Read

STOCKS I FOLLOW

TWEETS

PERSONAL BLOG

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

Work Experience

Education

Publications