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

After The Flood – Beyond Fiscal And Monetary Intervention
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
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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EC A Rose By Any Other Name - Coronabonds And The Future Of The Eurozone
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.
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Epidemics, Economic Growth And Stock-Market Performance – An Historical Perspective
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
The coronavirus is a human tragedy, but the markets remain sanguine.
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US Bonds – 2030 Vision – A Decade In The Doldrums
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%).
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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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