Chemicals and the Economy

BASF’s second profit warning highlights scale of the downturn now underway
9th December 2018 by

The chemical industry is easily the best leading indicator for the global economy.  And thanks to K...

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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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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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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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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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London house prices slip as supply/demand balances change
22nd July 2018 by

London house prices are “falling at the fastest rate in almost a decade” according to m...

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The blog’s 11th birthday – and a look forward to 2021
2nd July 2018 by

The blog has now been running for 11 years since the first post was written from Thailand at the end...

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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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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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