Colin lloyd Global Economy Expert

Colin is an investment writer and television presenter specialising in macroeconomics and the financial markets.  He is the founder of "In the Long Run", an alternative investment consultancy in 2010 advising hedge funds on sales, marketing and business development. He is also a member of the advisory committee of Asia Alternative Investments Network. Colin holds prestigious qualifications from Columbia University in the City of New York, Yale University and the University of Michigan.

 

Japan's Economic Outlook

Prime minister Shinzō Abe called a snap general election in October, amid rising geopolitical tensions. The Bank of Japan maintains quantitative and qualitative monetary easing (QQE) despite the Federal Reserve's plan to reduce its balance sheet. Japanese stocks will benefit if the ‘Three Arrows’ of Abenomics continue. In addition, wages are rising whilst inflation is stuck at zero.

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Is Chinese growth about to falter?

China has long been the marginal driver of demand for a wide array of commodities. In an attempt to understand the recent rise in the price of industrial metals, the strength of Chinese demand is a key factor. The picture is mixed.

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The Next Commodity Super-Cycle

Does the rising price of industrial metals herald the beginning of the next commodity super-cycle? Industrial Metals have been increasing sharply during the last quarter. Global economic growth remains muted but is accelerating in emerging markets. In addition, capital expenditure in the mining sector has been weak leading to supply constraints. A short-term cyclical recovery seems more likely than the beginning of a new super-cycle.

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