Financial Markets

My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.

3,200? Possible but I hope not!

This is an article based on correspondence with two readers, both coming to the same conclusion – the S&P 500 is going to drop further!

The Federal Reserve's balance sheet

The Federal Reserve is in the early stages of reducing its balance sheet, or quantitative tightening ("QT").

FAMAG earnings: investors on edge

This is a monumental week for earnings, with 167 S&P 500 companies – including all five FAMAG big tech companies – reporting results.

Is the Crypto winter over?

BTC and its brethren have bounced back from early July lows, but is this edition of a crypto winter over? I take a look in this article.

Who do you trust?

Do you trust the Fed, or the Bank of England, or the Bank of Japan, or the ECB, or the Bank of China? Shades of grey for sure, read on!

2022 so far: not a year to remember for investors!

2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?

FOREX

FOREX is in the news, especially as many think the USD has reached its peak and is at an inflection point. What drives FOREX? Read on.

Will the US dollar remain the global reserve currency?

It is fashionable to espouse the end of the US dollar as the leading global reserve currency, but this will not occur anytime soon.

Stocks - do they always go up?

Stocks do not always go up over shorter periods, but they do over longer periods. This article provides empirical support, see for yourself