Chemicals and the Economy

Chart of the Year – China’s shadow banking collapse means deflation may be round the corner
16th December 2018 by

Last year it was Bitcoin, in 2016 it was the near-doubling in US 10-year interest rates, and in 2015...

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Asian downturn worsens, bringing global recession nearer
25th November 2018 by

The chemical industry is the best leading indicator for the global economy.  And my visit to Singap...

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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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Global auto market heads for 5% fall as stimulus impact wanes
30th January 2017 by

2016 data highlights one startling statistic about the world’s Top 7 auto markets.  They are ...

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China’s lending bubble is being deflated
5th February 2016 by

The changes underway in China’s lending policies are far more significant that anything being ...

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China’s lending, electricity consumption continues to slow
16th June 2015 by

‘Bad news’ seems to have become ‘good news’ as far as China’s economy ...

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China’s economy continues to slow as lending curbs bite
19th May 2015 by

Everyone seems sure that China’s government is about to undertake major new stimulus.  Thus R...

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US auto sales close to running on empty
5th May 2015 by

We’ve all had that moment of jumping into the car, and turning on the ignition, only to realis...

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“Sell in May and go away?” as US/German bond yields jump
4th May 2015 by

A strange thing happened to German 10-year interest rates last week – they rose quite sharply,...

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