Commodities, Supply-chains and Structural Changes in Demand
Talk of a new commodity super-cycle may be premature Once GDP growth returns to trend, commodity demand will moderate Fiscal and monetary relief are…
Colin has worked in the financial and commodity markets since 1981. He started his career in physical commodities moving on to a futures and options brokerage in 1987. Here he focused on servicing bank proprietary traders, global macro and relative-value fixed income hedge funds together with managed futures advisors. He was also instrumental in the development of interest rate and credit default swaps businesses. In December 2013 he launched a macroeconomic newsletter – In the Long Run – focussing on macroeconomics and financial markets. He has recently became a director of AAIN - Asian Alternative Investments Network – a non-profit industry group with which he has been involved since its inception in 2007.
Talk of a new commodity super-cycle may be premature Once GDP growth returns to trend, commodity demand will moderate Fiscal and monetary relief are…
China was the first country to recover from the Covid-19 pandemic The PBoC began tightening monetary conditions in May 2020 Chinese housing and stocks…
As global stock markets continue to rise, commentators talk of a bubble Shorter-term indicators suggest the markets have run ahead of fundamentals Expectations about…
As global stock markets continue to rise, commentators talk of a bubble Longer-term indicators present mixed signals about valuation Expectations about the speed of…
2020 has been a torrid year for stock markets globally Fiscal and monetary stimulus rescued investors from a brutal bear-market Digital transformation has accelerated…
With US elections over and a vaccine in sight, financial market uncertainty has declined Rotation has seen a resurgence in those stocks battered by…
The Covid pandemic has accelerated several economic trends Technology industries will benefit Less developed countries will suffer This crisis could see ‘The African Century’…
The Federal Reserve has changed the emphasis of their dual mandate Inflation targeting will become more flexible in the long-run Full employment has…
Defining a depression as opposed to a recession is open to wide interpretation Recessions are a natural part of the credit cycle Depressions…
Monetary and fiscal stimulus to ameliorate the effect of the pandemic has exceeded $9trln Stock markets have recovered, although most are below their…