The blog returns on 2 September

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Trump’s auto trade war adds to US demographic and debt headwinds

06/08/2018

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Political and economic risks rise as US mid-term elections near

02/09/2018

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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
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Last November, I wrote one of my “most-read posts”, titled Global smartphone recession ...

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Flexible working is key to reversing today’s collapse in fertility rates
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Women in most parts of the world are not having enough children to replace our population. This is o...

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No Deal Brexit remains UK law unless MPs reverse their previous votes
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“That couldn’t happen” are probably the 3 most dangerous words in the English lang...

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CEOs need new business models amid downturn
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Many indicators are now pointing towards a global downturn in the economy, along with paradigm shif...

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Stock markets risk Wile E. Coyote fall despite Powell’s rush to support the S&P 500
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Chart of the Year – China’s shadow banking collapse means deflation may be round the corner
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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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