Tag Archives | Donald Trump

Hurricane Harvey: The Case For Major Negative Economic Consequences

By John Richardson

THE most important thing here is the human cost. Thirty lives had already been lost as a result of Hurricane Harvey as I wrote this post. Let’s hope that if this number must rise, it doesn’t rise …

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US Trade Agenda Threatens 49% Of US Polyethylene Exports

By John Richardson

WHICH President Trump will end up setting the final direction of policy? Will it be the President Trump who spoke off-script at a campaign-style rally in Phoenix, Arizona, this week or the President who a day later …

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US Trade Policy Has So Far Bought China More Time…

…..But any number of outcomes remain possible, which underlines the fact that we live in a world of elevated political risk. Chemicals companies must, as a result, build multiple scenarios for future economic growth and trade flows.

By John Richardson…

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China-led Global Downturn Could Again Happen In September

By John Richardson

WHEN the Americans and the Europeans come back from their summer holidays in September it seems quite possible that they will see history repeat itself.

It was of course from September 2014 onwards that commodities prices started …

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China: Real Story On Lending Says Slowdown Still On The Way

By John Richardson

THERE was a lot of unhelpful and distracting noise surrounding the release of China’s official year-on-year H1 GDP growth that came in at an unexpectedly strong 6.9%.

Equally misleading was the pick-up in June total social financing …

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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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US Govt Policy, Weaker China Indicate Further Oil Price Decline

By John Richardson

OIL markets have reached an important tipping point as the bulls and the bears try to exert decisive influence.

There is resistance from the bulls which helps to explains why, after last week’s collapse in oil prices, …

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China’s OBOR Creates “Win, Win” Demographic Solutions…

…and in the process, it could radically reshape global geopolitics, economic growth patterns and chemicals trade flows

By John Richardson

THE above map, from this excellent FT Beyondbricks blog post by Paul Hodges and Daniël de Blocq van Scheltinga, illustrates …

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Tumbling Oil Prices: Implications For Asian Polyethylene

By John Richardson

DON’T say that I didn’t warn you. Oil prices now look much more likely to hit my forecast of $35//bbl, or lower, by Q4. Such is the downward momentum right now in crude markets that it is …

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US Climate Decision: Chemicals Company Winners And Losers

By John Richardson

CHINA is set to introduce a carbon emissions trading scheme later this year for steel and aluminium,, with the chemicals  and polymers sectors set to join at a later date.

Next January, China is also set to …

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