Tag Archives | Federal Reserve

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China Hints At Yuan Depreciation

By John Richardson

LABOUR markets are tight in China and so on the surface there appears to be no great pressure on Beijing to attempt to export its way out of an unemployment crisis.

But what happens if, as we …

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China NPC Underlines Inflation Focus

The course of true love never runs smooth…..Happy China couples get divorced and then plan to remarry in order to avoid new property tax

Source of picture: Quirky China News/Rex Features

 

By John Richardson

China will see “large inflation pressure in …

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As Oil Rises Demand Weakens

By John Richardson

A barrel of Brent crude oil cost $88.49 a barrel in June. Yesterday, it was trading at $116.55 a barrel.

In the intervening period the global economy has substantially weakened, most notably in the case of China, …

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US Fed policy may be going Back to the Future

by Paul Hodges

Today’s 419 point fall on the Dow Jones Average, and $6/bbl fall in WTI crude oil prices, may not be just another example of the wild volatility that has come to seem normal in financial markets.

It …

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China And Bouncing Dead Cats

By John Richardson

Fifty per cent of the blog (John Richardson) is on leave for the next two weeks.

Next week Paul Hodges will be posting on Asian Chemical Connections. Paul runs the ICIS Chemicals & Economy blog.Then from the …

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Chemicals Buying & The IEA Decision

 

By John Richardson

CHEMICALS and polymer demand looks even less likely to be supported by “buying forward” following yesterday’s decision by the International Energy Agency (IEA) to release 60m barrels of crude into the market.

Here is a bit …

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Chemicals “Spin” Will Continue

By John Richardson

THE reluctance of sell-side chemicals analysts to downgrade their forecasts should be severely tested by the Federal Reserve’s decision to downgrade its outlook for the US economy.

US GDP growth will now be only 2.7-2.9% in 2011 …

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Chemicals And The Removal Of The Punch Bowl

By John Richardson

LUNCH with a chemicals analyst yesterday, during the blog’s latest trip to Singapore, gave an intriguing glimpse into the world of those who invest in the chemicals industry.

“The Morgan Stanely “Supercycle” report (which the blog wrote …

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Growing Uncertainties Cloud Chemicals Outlook

By John Richardson

THE global growth outlook grows ever murkier as a result of credit tightening in China (or is the problem instead continued strong growth in lending?), inflation problems throughout Asia, possible monetary tightening in the West, the direction …

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Any spare change, Mister?

It’s all about hoarding cash over the next few years, but survival might not even be possible for even the best managed of companies if Martin Wolf’s worst-case scenario comes true. The Financial Times columnist writes of the unravelling of …

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