Colin Lloyd

Chinese bond yields have reached their highest since October 2014 Chinese stocks have corrected despite the US market making new highs The PBoC has introduced targeted lending to SMEs and...

Bull market breather or beginning of the end? Stock markets have generally taken a breather during November High yield and corporate bond yields have risen, but from record lows Since April, the...

‘They also serve who only stand and wait’ is the last line of a sonnet by John Milton but it aptly describes my approach to Japanese stocks. I have a small technical exposure (those of you...

The IMF revised Chinese growth forecasts higher in July – were they premature? Retail sales, industrial output and fixed investment have slowed The Real Estate sector is still buoyant but home...

Industrial Metals have been rising sharply during the last quarter Global economic growth remains muted but is accelerating in emerging markets Capital Expenditure in the mining sector has been weak...

Has Bitcoin come of age? Bitcoin (BTC) has tripled and then halved since late March Even at BTCUSD 2000 total issuance amounts to $33bln Historic volatility is high (80%) but implied volatility is...

The gritty potential of fire ice - methane hydrate Estimates of methane hydrate reserves vary from 10,000 to 100,000 TCF 100,000 TCF of Methane Hydrate could meet global gas demand for 800 years Cost...

The balance sheets of the big four Central Banks reached $18.4bln last month The Federal Reserve will commence balance sheet adjustment later this year The PBoC has been in the vanguard, its...

Protectionism is on the increase among developed nations The benefits of free-trade have been most evident in developing countries Short-term effects on financial markets may be reversed in the long...

The UK’s NIESR estimate the bill for Hard Brexit to the UK at EUR 66bln I guesstimate the cost of Hard Brexit to the EU at EUR 62bln Legal experts for both sides suggest UK obligations cease on...