By John Richardson FINANCIAL markets are like children in that they are incapable of focusing on more than two things at once, according to according to Stephanie Flanders – JP Morgan Asset Management’s chief market strategist for Europe. To justify her claim, she makes the very good argument in an FT article that this time […]
Asian Chemical Connections
Oil Prices, Chemicals Markets Face Steep Declines
By John Richardson THERE are three things you need to know about today’s global chemicals markets: Oil prices are now retreating back to quite probably below $30/bbl, and so of course there will be a chemicals destocking process. But the good news, if you can call it that, is that the destocking process won’t be […]
China’s Gasoline Export Surge Was Entirely Predictable
By John Richardson WHEN it first became apparent earlier this year that China was aggressively expanding diesel exports, we were told not to worry as this was said to merely reflect the replacement of China’s old economy with its new economy. “It is simply a case of industrial production and investment slowing down, which has […]
The Blog Is On Holiday, Will Be Back On 25 July
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