Tag Archives | SuperCycle

A toxic combination for economic policy

UK economic policy is now coming under discussion, as May’s Gemeral Election approaches.  The Financial Times has kindly printed my letter below, highlighting the economic impact of the demographic changes now underway. April 1, 2015 9:34 pm Sir, Your editorial “Zero significance in the UK inflation milestone”, (March 27) ignores the impact of two critical variables. As […]

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US GDP grows just 1.7% in Q2

“The big picture remains unchanged. Four years after the recession officially ended, per capita output and income have yet to return to their pre-crisis highs. The recovery still ranks as the worst since World War II. And despite the modest acceleration in the past two quarters, the recovery shows little sign of gaining momentum.” The […]

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The economic SuperCycle trend is now steadily reversing

The best view is always from the top of the mountain. As the chart shows, this is where we are today – for the 4th time since the H2 2008 crisis. And just as at the previous 3 peaks, nobody seems to be noticing that demand is again weakening fast. Instead, policymakers and investors are […]

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