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.

The Daily Economy9/1/21

After Lockdown

"Risks remain and the prospects for the global economy after lockdown remain uncertain. Honest valuation remains difficult when markets are so hampered. The next decade is likely to favour the…

After Lockdown
The Daily Economy6/27/21

Are Digital Assets Coming of Age?

"During the intervening five years, much has happened to support the case for digital assets. More legitimacy will be needed to satisfy the institutional investment community, but it is reasonable…

Are Digital Assets Coming of Age?
The Daily Economy5/27/21

Unemployment and Bankruptcies – Is This Time Different?

"The recovery we are witnessing today is built on the crumbling foundations of the serial malinvestments which resulted from previous attempts to avoid the recessionary pain caused by the GFC.…

Unemployment and Bankruptcies – Is This Time Different?
The Daily Economy4/28/21

The Everything Bubble and What it Means for Your Money

"The Everything Bubble is a grand illusion, money is growing more plentiful, credit more available. Asset prices are not really rising; it is the value of money which is being…

The Everything Bubble and What it Means for Your Money
The Daily Economy3/27/21

Inflationary Inflection Point or Temporary Blip?

"If bond yields cannot rise, the stock market will remain supported unless stagflation sets in. Should that transpire, the Fed will need to decide whether to ignore inflation and increase…

Inflationary Inflection Point or Temporary Blip?
The Daily Economy2/26/21

Are the Conditions Right for Another Commodity Super-Cycle?

"With unemployment rates still elevated and much of the global economy in some form of lockdown, it is hard to imagine the conditions for an economic boom, especially one that…

Are the Conditions Right for Another Commodity Super-Cycle?
The Daily Economy1/30/21

Global Productivity Growth Post-Covid – Down But By No Means Out

"The current pandemic has yet to run its course, and the social and economic impact will take much longer to work its way through. Productivity growth, in the medium term,…

Global Productivity Growth Post-Covid – Down But By No Means Out
The Daily Economy12/24/20

Digital Currencies and US Dollar Dominance

"Is this the end for the US Dollar as the world’s reserve currency? As Churchill might have said, '…This is not the end. It is not even the beginning of…

Digital Currencies and US Dollar Dominance
The Daily Economy11/26/20

The Prospects for Global Trade under the New US Administration

"At 78 years old it is generally expected that Joe Biden will be a one-term president, and this presents him with a golden opportunity to embrace reform in many areas…

The Prospects for Global Trade under the New US Administration
The Daily Economy10/25/20

QE Goes Global

"In a fiat currency world the limits of central bank balance sheet expansion remain unclear, but, as the world economy recovers from the largest economic shock in generations, those limits…

QE Goes Global