Colin Lloyd

About the Author Colin Lloyd

My name is Colin Lloyd. 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, geopolitics, central banking, energy policy, regulatory change, demographics, technology and capital flows. About this blog I started writing this blog to provide longer term macroeconomic commentary and guidance for financial market investors. I hope it will provide some new insights and provoke debate.

The Windfall of Cheap Oil Has Arrived

In this letter I want to revisit a topic I last discussed back in June 2015 – Can the boon of cheap energy …

Will The Fallout From China Favour Equities, Bonds or the US Dollar?

It had been a typical summer market until the past fortnight. Major markets had been range bound, pending the widely-anticipated rate increase from …

Where Is The Oil Price Heading In 2015?

Growth in oil demand remains anaemic Supply will gradually fall as contracts expire Consolidation and declining volatility are the most likely outcome The …

Swiss National Bank Policy And Its Implications For Currencies, Assets And Central Banking

On Thursday, 15th January, the Swiss National Bank (SNB) finally, and unexpectedly, threw in the towel and ceased its foreign exchange intervention to …

The Prospects For The U.K. In 2015 – Stocks, Gilts And Sterling

Last year, the UK stock market trod water, while other markets, often with weaker fundamentals, trended higher. Meanwhile, UK Gilts headed back towards …

Greece, Germany and the ECB: and what it means for Bonds, Stocks and the Euro

Greece is back in the spotlight amid renewed fears of a break-up of the Euro as the Syriza party show a 3.1% lead …

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