Chemicals and the Economy

London house prices slip as supply/demand balances change
22nd July 2018 by

London house prices are “falling at the fastest rate in almost a decade” according to m...

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London house prices risk perfect storm as interest rates rise
5th February 2018 by

2000 should have been the natural end of the BabyBoomer-led economic SuperCycle. The oldest Boomer ...

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Interest rates and London house prices begin return to reality
2nd October 2017 by

Global interest rates have fallen dramatically over the past 25 years, as the chart shows for govern...

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Debt, demographics set to destroy Trump’s GDP growth dream
1st May 2017 by

Unsurprisingly, Friday’s US GDP report showed Q1 growth was just 0.7%, as the New York Times r...

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US GDP growth stalls with participation rates near all-time low
10th April 2017 by

US GDP growth is slowing, again, as the chart of the Atlanta Federal Reserve’s “GDP Now&...

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UK consumers face difficult times as Brexit unwinds the housing bubble, and financial services de-cluster out of London
6th April 2017 by

Brexit negotiations are likely to prove a very uncomfortable ride for UK consumers as Russell Napier...

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London housing market hit by Brexit, China’s capital controls
6th March 2017 by

London’s housing market was always going to have a difficult 2017. As I noted 2 years ago, dev...

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Monetary policy reaches sell-by date for managing the economy
27th February 2017 by

Monetary policy used to be the main focus for running the economy.  If demand and inflation rose to...

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Recession the base case scenario for 2017
9th January 2017 by

It is hard to be optimistic about the outlook for 2017. The good news is that policymakers are fina...

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