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By John Richardson
DURING the economic Supercycle it all worked beautifully, as the above picture indicates.
China sold stuff to the West and then bought lots of US Treasuries from their earnings in order to keep US interest rates low. …
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 …
THE remarkable shift in the competitive landscape of petrochemicals resulting from shale gas was highlighted yesterday in an excellent post by our fellow blogger, Paul Hodges.
Drawing on data from the NPRA, with analysis from the ICIS data …
Here’s the stereotype….
Source of picture: www.watblog.com
WE talked last week about how emerging markets continue to astound when it comes to demand, meaning that we might have to take a long and hard look at …