Chemicals and the Economy

Smartphone market decline begins to impact global stock markets
19th May 2019 by

The bad news continues for the world’s smartphone manufacturers and their suppliers.  And Pre...

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Ageing Perennials set to negate central bank stimulus as recession approaches
10th March 2019 by

The world’s best leading indicator for the global economy is still firmly signalling recession...

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Déjà vu all over again for oil markets as recession risks rise
3rd March 2019 by

Back in 2015, veteran Saudi Oil Minister Ali  Naimi was very clear about Saudi’s need to adop...

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The BoE’s pre-emptive strike is not without risk
12th February 2019 by

The Financial Times has kindly printed my letter below, arguing that it seems the default answer to ...

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Fed’s magic money tree hopes to overcome smartphone sales downturn and global recession risk
3rd February 2019 by

Last November, I wrote one of my “most-read posts”, titled Global smartphone recession ...

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CEOs need new business models amid downturn
14th January 2019 by

Many indicators are now pointing towards a global downturn in the economy, along with paradigm shif...

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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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