Colin Lloyd
Colin is a macroeconomic commentator, writer and presenter, based in London, England. He has worked for asset managers in commodities, money markets, capital markets, equities and foreign exchange since the early 1980’s and writes In the Long Run. He is a contributor to several free-market publications including The Cobden Centre and was a 2017 runner-up for the 2017 Richard Koch Breakthrough Prize awarded by The Institute of Economic Affairs.
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The Giant Debt-for-Equity Swap
The number of companies listed on US stock markets has halved since 1996; Low interest rates have pushed debt to all-time highs; The credit quality of corporate bonds and loans is declining; Even a mild recession may prove cathartic.
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LIBOR Is Out, SOFR Is in: What It Means
That the LIBOR fixings were manipulated was an open secret among financial market participants stretching back to the late 1980s
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Demographic Decline: Opportunity or Threat?
Demographic decline is inevitable; if approached as an opportunity, it can be a blessing rather than a curse.
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The Economic Future of a Negative Interest Rate World
In the long run, the deleterious effect of negative interest rates turns economic theory on its head.
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The Pension Fund Apocalypse
The pension funding deficit of OECD countries could be twice the size of global GDP within a decade.
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U.S. Dollar Supremacy Could Quickly Fade
The greatest risk to the US dollar may, in fact, come from within. The imposition of tariffs and sanctions create an opportunity for other countries to engage in bilateral trade. The decision to withdraw from the free trade initiatives such as the TPP and T-TIP weakens not only the prospects for US trade but also…
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•
The Giant Debt-for-Equity Swap
The number of companies listed on US stock markets has halved since 1996; Low interest rates have pushed debt to all-time highs; The credit quality of corporate bonds and loans is declining; Even a mild recession may prove cathartic.
-
•
LIBOR Is Out, SOFR Is in: What It Means
That the LIBOR fixings were manipulated was an open secret among financial market participants stretching back to the late 1980s
-
•
Demographic Decline: Opportunity or Threat?
Demographic decline is inevitable; if approached as an opportunity, it can be a blessing rather than a curse.
-
•
The Economic Future of a Negative Interest Rate World
In the long run, the deleterious effect of negative interest rates turns economic theory on its head.
-
•
The Pension Fund Apocalypse
The pension funding deficit of OECD countries could be twice the size of global GDP within a decade.
-
•
U.S. Dollar Supremacy Could Quickly Fade
The greatest risk to the US dollar may, in fact, come from within. The imposition of tariffs and sanctions create an opportunity for other countries to engage in bilateral trade. The decision to withdraw from the free trade initiatives such as the TPP and T-TIP weakens not only the prospects for US trade but also…