Investors decide central banks may not know what they are doing
30th September 2013 by

The blog was speaking last week at the major Euromoney investor conference on bond markets.  It fol...

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One in three US adults now in the New Old 55+ generation
28th September 2013 by

“Its only when the tide goes out that you learn who’s been swimming naked.”  We may soon ...

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One in four Japanese now over 65 years
26th September 2013 by

Japan’s new government has embarked on a desperate gamble to restore economic growth after 2 d...

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EU auto sales at lowest-ever level, with average car used only 1 hour per day
25th September 2013 by

Europe goes on holiday during August, so we have to wait – with not quite breathless anticipat...

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Decline in women’s earnings hits household budgets
24th September 2013 by

The blog’s latest post for the Financial Times FT Data blog is below. September 20, 2013 2:47 pm b...

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US Federal Reserve cuts growth forecast, again
23rd September 2013 by

5 years after the Crisis began, there still seems to be a worrying lack of accountability in the b...

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Apple’s iPhone launch marks retreat from China’s mass-market
21st September 2013 by

Apple will report great sales this weekend from its iPhone launch in China.  But these cannot disg...

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Cotton reserves equal 3 pairs of jeans for every person in the world
19th September 2013 by

Cotton will be one of the main case studies used by future historians to highlight the failure of p...

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Higher US interest rates will test housing market strength
18th September 2013 by

The above chart will be familiar to readers of Boom, Gloom and the New Normal.   It shows the way ...

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Chloralkali output suggests EU and US recoveries still to appear
17th September 2013 by

Chlorine and caustic soda markets rarely lie about the underlying state of demand.  The reason is n...

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