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Chemicals and the Economy

European companies missing a major growth opportunity

We all know that the European economy is in a bad way.   Sales and incomes are under pressure, and political risk is rising, whilst unemployment remains at high levels.  Its very easy to get depressed about the outlook. We are also unlikely to get much help from policymakers.  They remain in their world of mathematical models.  These […]

55 plus – a new market

The blog’s analysis about the inevitability of slowing demand and deflation was warmly received at Euromoney’s latest Global Bond Investors’ Congress.   Far fewer of this year’s attendees still believed that central banks could return the Western economy to SuperCycle growth levels. Thus its concept of the 3 Normals received a most enthusiastic response. This week has seen even greater interest develop […]

America’s New Old 55 plus are now 38% of consumer spending

Maybe the concept that spending is related to age and income is just too simple for policy makers to understand?  Could that be the reason why they insist on continuing to try to stimulate demand, despite the fact that Western and many other populations are now ageing fast? That was the blog’s thought on studying newly […]

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