The state of the global economy in 2020
13th September 2020 by

Last Wednesday, I gave the opening presentation for the ICIS PET Conference and looked at whether th...

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Reality dawns for business as No Deal Brexit approaches
6th September 2020 by

I warned before the June 2016 Brexit referendum that Brexit was all about politics, and Boris Johnso...

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Global chemical industry – key trends for success in today’s New Normal
2nd August 2020 by

The chemical industry is the best leading indicator for the global economy. On Friday, I had the pri...

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Oil prices signal potential end to the V-shaped recovery myth
26th July 2020 by

Oil prices have moved into another ‘flag shape’ – which previously provided critic...

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Bankruptcies now the key risk as hopes for V-shaped recovery disappear
19th July 2020 by

Governments, financial markets and central banks all originally assumed the Covid-19 pandemic would ...

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Merkel warns of need to prepare for No Deal Brexit
5th July 2020 by

Most people missed the fact that last Tuesday was the last possible date to delay the UK’s exi...

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World moves from Denial to Anger, as the Paradigm of Loss moves forward
7th June 2020 by

I have been warning about the Covid-19 risk since early February, and in April suggested here that: ...

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The New Normal for global industry
31st May 2020 by

The global chemical industry is the third largest sector in the world behind agriculture and energy,...

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Debt, deflation, demographics and Brexit set to challenge London house prices
17th May 2020 by

London property websites haven’t used the word “reduced” for many years. But it...

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The bill for two decades of doomed stimulus measures is due
3rd May 2020 by

The Financial Times kindly made my letter on the risks now associated with central bank stimulus the...

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