Financial markets head for (another) train crash as coronavirus starts to impact
17th February 2020 by

China’s industrial heartland of Hubei (pop 59m) and its capital Wuhan (pop 11m) have now been ...

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Coronavirus disruptions make global recession almost certain
11th February 2020 by

Last month, our Hong Kong-based pH Report colleague, Daniël de Blocq van Scheltinga, warned of the ...

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Your A to Z Guide to the Brexit trade negotiations
2nd February 2020 by

A. Article 50 of the Lisbon Treaty set out the rules for leaving the European Union. As with most ne...

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China’s plastic ban and recycling launch marks end of ‘business as usual’ for plastics industry
26th January 2020 by

Paradigm shifts start slowly at first, and it is easy to miss them. But then one day, they suddenly ...

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Automakers face stiff headwinds in big emerging markets
19th January 2020 by

Brazil, Russia, India and China disappoint as manufacturers face investment demands of EVs © Bloomb...

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Contingency planning is essential in 2020 as “synchronised slowdown” continues
12th January 2020 by

The IMF has now confirmed that the world economy has moved into the synchronised slowdown that I for...

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Will stock markets see a Minsky Moment in 2020?
5th January 2020 by

Few investors now remember the days when price discovery was thought to be the key role of stock mar...

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Chart of the Decade – the Fed’s support for the S&P 500 will end with a debt crisis
22nd December 2019 by

Each year, there has been only one possible candidate for Chart of the Year.  Last year it was the ...

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Boris Johnson will have to disappoint someone in 2020 as the UK finally leaves the EU
15th December 2019 by

Finally, after three and a half years, the UK has reached “the end of the beginning” wit...

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ACS Chemistry & the Economy webinar on Thursday
10th December 2019 by

Please join me for the next ACS Chemicals & Economy webinar on Thursday, at 2pm Eastern Standard...

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