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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The Top 5 pandemic paradigm shifts
28th June 2020 by

The Covid-19 pandemic has accelerated the fundamental changes which were already underway in global ...

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Oil prices start to reconnect with coal and gas
21st June 2020 by

Oil prices are finally starting to reconnect with other fossil fuel prices, as the chart shows.  It...

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Economic risks rise as the lockdowns end
14th June 2020 by

It is now 13 years since I wrote the first post here, in June 2007. A lot has happened since then: ...

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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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Hertz goes bankrupt as non-essential consumer demand disappears
24th May 2020 by

The US Federal Reserve has now spent $7tn bailing out Wall Street. But it couldn’t save the 10...

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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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Smartphone sales head into decline as affordability becomes key
10th May 2020 by

The smartphone sales decline accelerated in Q1, as Strategy Analytics report: “Global smartpho...

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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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