Hertz goes bankrupt as non-essential consumer demand disappears
24th May 2020 by

The US Federal Reserve has now spent $7tn bailing out Wall Street. But it couldn’t save the 10...

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The bill for two decades of doomed stimulus measures is due
3rd May 2020 by

The Financial Times kindly made my letter on the risks now associated with central bank stimulus the...

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Financial markets enter their Convulsion phase
19th April 2020 by

Many companies and investors are still comparing today’s downturn to the 9-month hiccups seen afte...

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China’s property sector is at the epicentre of the crisis
29th March 2020 by

A branch of Centaline Property Agency in Hong Kong © Bloomberg Indebted Chinese property developers...

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Will stock markets see a Minsky Moment in 2020?
5th January 2020 by

Few investors now remember the days when price discovery was thought to be the key role of stock mar...

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Chart of the Decade – the Fed’s support for the S&P 500 will end with a debt crisis
22nd December 2019 by

Each year, there has been only one possible candidate for Chart of the Year.  Last year it was the ...

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Global economy hits stall speed, whilst US S&P 500 sets new records
1st December 2019 by

Whisper it not to your friends in financial markets, but the global economy is moving into recession...

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Oil markets hold their ‘flag shape’ for the moment, as recession risks mount
17th November 2019 by

Oil markets can’t quite make up their mind as to what they want to do, as the chart confirms. ...

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Budgeting for paradigm shifts and a debt crisis
27th October 2019 by

It is now 8 years since John Richardson and I published our 10-year forecast for 2021 in Boom, Gloom...

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Companies ignore the Perennials 55+ generation at their peril
13th October 2019 by

Nearly a third of the the world’s High Income population are now in the Perennials 55+ generat...

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