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China has burst the commodities superbubble

China’s New Normal policies are taking global commodity markets in a new direction, as I describe in my latest post for the Financial Times, published on the BeyondBrics blog Commodity prices could well have further to fall, now China’s business model has changed. It is no longer aiming to achieve high levels of economic growth by operating […]

Impact of $25/bbl oil – free pH Report webinar tomorrow

The consensus failed to forecast last year’s oil price collapse.  So is today’s conventional wisdom correct to suggest that prices will now stabilise at current levels and then move higher? We focus on this critical issue in tomorrow’s free webinar from The pH Report: The potential for $25/bbl to be the “new normal” for oil […]

Chaos looms in petchem feedstock and product markets

Major change is underway in world markets for all petrochemicals. It is no exaggeration to say that we now face chaos on the supply and demand side – affecting both feedstocks and products. Producers and consumers cannot afford to ignore the risks that this development creates for their business. Nor can investors afford to indulge […]

US incomes have plateaued since 2001 as Boomers turn 55+

More and more people are lining up to support our argument that central bank stimulus programmes are damaging the economy, not helping it.  The latest is bond guru Bill Gross, who wrote yesterday: “Zero bound interest rates destroy the savings function of capitalism….(whilst companies) have plowed trillions into the financial economy as they buy back […]

Commodity price fall pushes Japan back towards deflation

The combination of ageing populations and declining fertility rates means the world is following the Japanese model into deflation – despite all the efforts of policymakers to artificially induce price rises via their money-printing.  As discussed last November, under the title. “Oil price fall set to push Japan back into deflation“, it was already clear then that […]

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