Colin Lloyd | TalkMarkets | Page 2

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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17 to 32 of 76 Posts
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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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The Beginning Of The End Of Uncertainty For The UK
Friday, December 20, 2019 4:25 AM EDT
The UK election result was a clear mandate for Brexit. A UK/EU free-trade agreement may not be ready by December 2020. Uncertainty remains but real economic progress can now begin.
In this article: FXB
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Leveraged Loans – History Rhyming?
Friday, November 29, 2019 4:08 AM EDT
Despite three Federal Reserve rate cuts, leveraged loan credit quality is rapidly declining.
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Fragility – What The US Money-Market Squeeze Means For The Future
Friday, October 18, 2019 5:51 AM EDT
Last month’s squeeze in overnight domestic US$ funding rattled markets. The Fed responded rapidly but the problem has been growing for some time. Market fragility stems from problems in the transmission mechanism.
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Value, Momentum And Carry – Is It Time For Equity Investors To Switch?
Friday, October 4, 2019 4:00 AM EDT
Index tracking and growth funds have outperformed value managers for several years.
In this article: OEF, SPY, VIX
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Uncertainty And The Countdown To The US Presidential Elections
Friday, September 13, 2019 3:50 AM EDT
During the next year, markets will continue to gyrate erratically, driven by the politics of European budgets, Brexit and the Sino-US trade war.
In this article: VIX
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Chinese Currency Manipulation – Trump’s Petard
Friday, August 23, 2019 4:03 AM EDT
The Chinese Yuan will weaken if Trump pushes for higher tariffs.
In this article: IEF, UUP, CYB
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Low Yield, No Yield, Negative Yield – Buy Now But Don’t Forget To Sell
Friday, July 12, 2019 4:11 AM EDT
The amount of negative-yielding fixed securities has hit a new record.
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Interest Rates, Global Value Chains And Bank Reserve Requirements
Friday, June 28, 2019 4:14 AM EDT
Despite low interest rates, financial costs remain too high.
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Gold – Is It All That Glistens?
Thursday, June 13, 2019 10:10 PM EDT
Uncertainty about US trade policy has truncated the rally in stocks; a collapse in the US$ is needed for gold to rally substantially.
In this article: NEM, GOLD, GDX, GLD
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Trade Wars, The Prospects For Freer Trade And The Impact On Asset Prices
Friday, May 24, 2019 11:31 AM EDT
Has the era of freer trade ended? Will asset prices suffer?
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Debasing The Baseless – Modern Monetary Theory
Friday, May 10, 2019 5:46 AM EDT
MMT is too radical to be adopted in full but the allure of fiscal expansion is great.
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Global Real Estate – Has The Tide Begun To Recede?
Thursday, April 18, 2019 3:41 AM EDT
Despite the fourth quarter shakeout in stocks, real-estate values keep rising.
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China In Transition - From Manufacturer To Consumer
Friday, March 29, 2019 5:58 AM EDT
China is evolving from a current account surplus to deficit country.
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Capital Flows – Is A Reckoning Nigh?
Friday, March 15, 2019 5:25 AM EDT
Borrowing in Euros continues to rise even as the rate of US borrowing slows.
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Central Bank Balance Sheet Reductions – Will Anyone Follow The Fed?
Friday, February 15, 2019 3:50 AM EDT
The next wave of QE will be different, credit spreads will be controlled.
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17 to 32 of 76 Posts
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