Tag Archives | demographics

US-China Trade War Draws Closer: Impact On Petrochemicals

By John Richardson

NOTHING that has happened over the last 24 hours should take you by surprise. Your petrochemicals company has had ample time to prepare for the US-China trade war that has now become a much stronger possibility following …

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House Of Cards Waiting To Fall: Oil, Equities And The Economy

By John Richardson

HOW much of the rise in oil prices since June of last year has been down to the fundamentals of supply and demand versus the hedge funds taking out a record number of short positions?

We are …

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Why US Tax Reforms May Fail To Address The Big Challenges

By John Richardson

CORPORATE America is of course delighted with the biggest US tax reforms in a generation that seem very likely to pass unheeded through Congress this week and reach the president’s desk for final sign-off before Christmas.

What …

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Asian Polyethylene Producers: What You Must Do Now $70 Crude Is More Likely

By John Richardson

THE facts on the ground in global crude markets have shifted even further in just two days. Now it seems more likely that oil prices will rise to $70 a barrel or above in Q1 of next …

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Next Polyethylene Downcycle: Risk That History Will Repeat Itself

By John Richardson

WE can break the history of the global polyethylene (PE) business so far this century into four major phases, thanks to the above chart, which was compiled with the help of our excellent Supply & Demand Database:…

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Income Stagnation And The Impact On The Global Economy

By John Richardson

HAVE the post-Global Financial Crisis (GFC) economic stimulus policies of the Western central banks worked? If your answer is yes, you might be heavily influenced by your economic circumstances.

Those who are convinced that everything is working …

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Economic And Geopolitical Chaos In 2017

By John Richardson

MOST of the experts believed that Remain was going to win the vote on whether or not Britain would stay in the EU. Such was the strength of the consensus that even Nigel Farage, then leader of …

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Global Chemicals Operating Rates Lowest Since 1987

By John Richardson

SOMETIMES one single chart is worth many thousands of words, which is the case with the chart. Hence today’s brief post as the chart tells you a great deal of what you need to know:

Based on…

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Anger Grows In The US Over Lost Economic Opportunities

By John Richardson

THE US Federal Reserve is increasingly coming round to the understanding that demographics shape demand.

Last week I heard about a research paper from the San Francisco Fed that made the same arguments that we made in …

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Why The Political Populists Are Being Successful

By John Richardson

HERE are some sobering statistics that mainstream politicians and economic policymakers should take note of:

The real, inflation-adjusted incomes of two-thirds of households in 25 advanced economies were flat or fell between 2005 and 2014 compared with…

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