Chemicals and the Economy

Budgeting for the end of “Business as Usual”
28th October 2018 by

Companies and investors are starting to finalise their plans for the coming year.  Many are assumin...

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“What could possibly go wrong?”
21st October 2018 by

I well remember the questions a year ago, after I published my annual Budget Outlook, ‘Budgeti...

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Boomer SuperCycle unique in human history – Deutsche Bank
30th September 2018 by

“The 1950-2000 period is like no other in human or financial history in terms of population growth...

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Why everyone ignored my warnings ahead of the financial crisis
16th September 2018 by

It’s 10 years since my forecast of a global financial crisis came true, as Lehman Brothers col...

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High-flying “story stocks” hit air pockets as credit finally tightens
29th July 2018 by

“Nobody could ever have seen this coming” is the normal comment after sudden share price...

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Time to recognise the economic impact of ageing populations
10th June 2018 by

Is global economic growth really controlled by monetary policy and interest rates?  Can you create ...

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Financial markets party as global trade wars begin
3rd June 2018 by

More people left poverty in the past 70 years than in the whole of history, thanks to the BabyBoomer...

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Oil prices flag recession risk as Iranian geopolitical tensions rise
20th May 2018 by

Today, we have “lies, fake news and statistics” rather than the old phrase “lies, ...

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Chemicals flag rising risk of synchronised global slowdown
29th April 2018 by

Chemicals are easily the best leading indicator for the global economy.  And if the global economy ...

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West’s household spending heads for decline as population ages and trade war looms
11th March 2018 by

As promised last week, today’s post looks at the impact of the ageing of the BabyBoomers on t...

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