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

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.
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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.
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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.
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The Self-Righting Ship – Debt, Inflation And The Credit Cycle
Rising bond yields may already have tempered economic growth.
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How Are Chinese Stocks Responding To Tariffs With The US And A Slowdown In Asian Growth?
Despite US tariffs, China’s September trade balance with the US reached a record high.
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Not Waving But Drowning – Stocks, Debt And Inflation?
The US stock market is close to being in a corrective phase. Global debt has passed $63trln – above the levels of 2007. Interest rates remain historically low, given the point in the economic cycle.
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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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