China’s bank lending soars
14th July 2009 by

If you want a loan, go to China. That’s the message from the chart, courtesy of Credit Suisse,...

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Crude oil prices tumble on S&P 500 weakness
12th July 2009 by

Sometimes, the blog gets lucky with its timing. A week ago, it wrote bearishly on crude oil markets,...

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China’s petchem imports soar on oil price speculation
9th July 2009 by

After yesterday’s post, Edwin Pang of Credit Suisse in Hong Kong has raised an interesting que...

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Global downsizing needed to rebalance supply and demand
6th July 2009 by

The chemical industry has benefited from a benign paradigm over the past 25 years: • Demographics ...

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US demand bouncing along the bottom
2nd July 2009 by

The good news from the latest reports on US house prices and auto sales was simple – things ha...

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Dow aligns US ethylene balances
2nd July 2009 by

Capacity closures are always hard to achieve in the petchem industry: • First, these are a ‘...

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Boom/Gloom Index rally continues
1st July 2009 by

Last month, the blog introduced its new Boom/Gloom Index, designed to track sentiment in financial m...

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