Chemicals and the Economy

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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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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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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