Colin Lloyd | TalkMarkets | Page 4

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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Articles

Latest Posts
49 to 64 of 75 Posts
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Are We Nearly There Yet? Employment, Interest Rates And Inflation
Friday, March 9, 2018 3:54 AM EDT
The high correlation between equity markets and the international nature of multinational corporations, means global stocks may remain levitated a while longer.
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A Safe Place To Hide – Inflation And The Bond Markets
Friday, February 16, 2018 4:43 AM EDT
With inflation fears are on the rise, especially in the US and UK, 2yr Gilts make for an uncomfortable investment today, however, they are a serious contender as a safe place to hide, come the real stock market correction.
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A Warning Knell From The Housing Market – Inciting A Riot?
Friday, February 2, 2018 4:28 AM EDT
Global residential real estate prices continue to rise but momentum is slowing. Prices in Russia continue to fall but Australian house prices look set to follow. After a decade of QE, real estate will be more sensitive to interest rate increases.
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The Risk Of A Correction In The Equity Bull Market
Friday, January 19, 2018 1:04 PM EDT
Since 2009, the US stock market has been trending broadly higher. If we can continue to make new highs, or at least, not correct to the downside by more than 20%, it will be the longest equity bull-market in US history.
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China – Leading Indicator? Stocks, Credit Policy, Rebalancing And Money Supply
Friday, December 8, 2017 7:31 AM EDT
Chinese yields have reached their highest since October 2014; money supply growth is below target and continues to moderate
In this article: CXSE, MCHI
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Bull Market Breather Or Beginning Of The End?
Friday, November 24, 2017 3:37 AM EDT
Stock markets have finally taken a breather over the last fortnight, although the S&P 500 has made a new, marginal, high this week.
In this article: TYX
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Global Real Estate And The End Of QE – Is It Time To Be Afraid?
Friday, November 3, 2017 9:40 AM EDT
Higher interest rates and weakness in household earnings growth will temper the rise in property prices. If the markets run scared it may even lead to a brief correction.
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European Bonds – Warning Knell Or Cause For Celebration?
Friday, October 13, 2017 6:33 AM EDT
Greek bonds have been the best performer in the Eurozone year to date. Portuguese bonds have also rallied since March whilst Spanish Bonos declined. German Bund yields are up 28bps since January heralding an end to ECB QE.
In this article: BUND
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Japan – Politics, Central Banking And The Nikkei 225
Friday, September 29, 2017 6:03 AM EDT
PM Abe called a snap general election for October, amid rising geopolitical tensions. The BoJ maintain QQE despite Federal Reserve plans to reduce its balance sheet. Japanese wages are rising whilst inflation is stuck at zero.
In this article: AAXJ
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Is Chinese Growth About To Falter?
Friday, September 15, 2017 3:54 AM EDT
China has long been the marginal driver of demand for a wide array of commodities. In an attempt to understand the recent rise in the price of industrial metals, the strength of Chinese demand is a key factor. The picture is mixed.
In this article: JJU (RETIRED)
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Does The Rising Price Of Industrial Metals Herald The Beginning Of The Next Commodity Super-Cycle?
Friday, September 1, 2017 6:10 AM EDT
A strong trend in industrial metals may not coincide with a strong trend in tropical soft commodities or North American grains. Nonetheless, the idea of the super-cycle is beguiling, because it ties the demand for all commodities to economic growth.
In this article: SPX, PALL, JJC (RETIRED)
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Has Bitcoin Come Of Age?
Thursday, July 20, 2017 1:14 PM EDT
Cryptocurrencies have captured the imagination of many new participants, from geeks to gold bugs, but, as BTC achieves greater legitimacy, the market will deepen and mature.
In this article: BITCOMP
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The Gritty Potential Of Fire Ice – Savior Or Scourge?
Friday, June 30, 2017 10:36 AM EDT
100,000 TCF of Methane Hydrate could meet global gas demand for 800 years. Japan METI estimate production costs falling to $7/mln BTUs over the next 20 years
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Central Bank Balance Sheet Adjustment – A Path To Enlightenment?
Friday, June 16, 2017 3:35 AM EDT
A tapering or an adjustment of CB balance sheets, combined with a tightening of monetary policy, may have profound unintended consequences which will be magnified by a severe shakeout in over-extended stock and bond markets.
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Hard Brexit Maths – Walking Away
Friday, May 19, 2017 1:41 PM EDT
It has been estimated that if the UK accedes to EU demands for a further EUR 100bln in order to begin the process of establishing a bi-lateral trade deal with the EU post-Brexit, it will cost the UK economy 4.4% of GDP.
In this article: FXE
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Is There Any Value In The Government Bond Markets?
Friday, May 12, 2017 5:02 AM EDT
The bull market in stocks which began in March 2009, has been driven, more than any other factor, by the fall in the yield of government bonds.
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49 to 64 of 75 Posts
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