Chemicals and the Economy

Don’t get carried away by Beijing’s stimulus
7th April 2019 by

Residential construction work in Qingdao, China. Government stimulus is unlikely to deliver the econ...

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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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Chemical output signals trouble for global economy
4th November 2018 by

A petrochemical plant on the outskirts of Shanghai. Chinese chemical industry production has been ne...

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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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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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China’s lending bubble is history
27th May 2018 by

As China’s shadow banking is reined in, the impact on the global economy is already clear, as ...

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The return of volatility is the key market risk for 2018
8th January 2018 by

We are living in a strange world. As in 2007 – 2008, financial news continues to be euphoric, ...

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China’s central bank governor warns of ‘Minsky Moment’ risk
13th November 2017 by

The world is coming to the end of probably the greatest financial bubble ever seen.  Since the fina...

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Political risk and interest rates rise in US, UK and Japan, as debt and dysfunctionality grow
17th July 2017 by

It was almost exactly 10 years ago that then Citibank boss, Chuck Prince, unintentionally highlighte...

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Budgeting for the Great Reckoning
31st October 2016 by

One thing is certain about the 2017 – 2019 Budget period.  “Business as usual” is...

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