A Plan to Engender Prosperity in Perfidious Albion – from Pariah to Paragon
“The state is that great fiction by which everyone tries to live at the expense of everyone else.” “When goods do not cross borders,…
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.
“The state is that great fiction by which everyone tries to live at the expense of everyone else.” “When goods do not cross borders,…
The Japanese stock market peaked in December 1989, marking the end of a period of economic expansion which briefly saw Japan eclipse the USA…
In a March paper from the Kansas City Federal Reserve Bank – The Lasting Damage from the Financial Crisis to U.S. Productivity – the…
Last year, in a paper entitled The Stock Market Crash Really Did Cause the Great Recession – Roger Farmer of UCLA argued that the…
The Bank of Japan announcement of NIRP sent shock waves through currency markets The Yen has strengthened on capital repatriation since the BoJ move…
Copryright: Universal Pictures Freight rates have fallen below 2008 levels With the oil price below $30 many US producers are unprofitable The Fed has…
The TPP may boost real-incomes by $285bln by 2025 US Congress should approve the TPP to avoid international political embarrassment The TPP may be…
Uncertainty is bad for business and the UK will struggle ahead of the referendum Gilt yields have been around 150bps higher than Bunds over…
Last year’s oil price falls are still feeding through to the wider economy Oil producing states have remained resilient despite the continued lower price…
European bond yields have risen following the lead of US treasuries Yield curves are steepening despite minimal inflation A return to the natural rate…