You’ve seen the Great Unwinding; get ready for the Great Reckoning
31st August 2016 by

Companies and investors now need to prepare for the Great Reckoning, as I describe in my latest post...

Risks rise for global economy as chemical capacity surplus grows
29th August 2016 by

“The Federal Reserve Needs New Thinking.  Its models are unreliable, its policies erratic and...

Pensions crisis finally becomes a mainstream issue
26th August 2016 by

It has been 5 years since we first warned of a looming pensions crisis in Boom, Gloom and the New No...

China becomes net PTA exporter, whilst cotton prices tumble
24th August 2016 by

China used to be the world’s largest importer of PTA (the raw material for polyester). But not...

Suspense rises as Great Unwinding becomes the Great Reckoning
22nd August 2016 by

“There is a distinct difference between “suspense” and “surprise.”  Alfre...

US pensioners pay the price for Fed’s monetary policy failure
19th August 2016 by

There was one bit of good news this week.  For the first time since the financial crisis began, a G...

China’s slowdown continues as Xi “takes the pain” of reform
17th August 2016 by

“What a difference a day makes“. Dinah Washington’s famous song could well be appl...

Global demand slowdown hits chemical industry results
15th August 2016 by

Its not been a great 6 months for the global chemical industry, and my usual quarterly survey of com...

Bank of England’s new stimulus policy creates bankruptcy risk for corporate pension funds
12th August 2016 by

The Western BabyBoomers (born between 1946-70), have been one of the luckiest generations in history...

China’s PVC exports confirm its move to self-sufficiency
10th August 2016 by

Many commentators were shocked by China’s weak trade data on Monday – with imports falli...

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