Chemicals and the Economy

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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London house prices start their collapse
12th December 2016 by

London’s house market has been slowing for some time, as I noted last year.  The issue is aff...

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Central banks defy slowing global economy by destroying markets’ power of price discovery
3rd October 2016 by

Markets have one main function in life – price discovery.  If I want to buy, and you want to ...

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Bank of England’s new stimulus policy creates bankruptcy risk for corporate pension funds
12th August 2016 by

The Western BabyBoomers (born between 1946-70), have been one of the luckiest generations in history...

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Brexit a disaster for the UK, Europe and the world
27th June 2016 by

First, the good news.  It has long been recognised that the UK economy is over-dependent on financi...

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Oil market speculators profit as central banks hand out free cash
21st March 2016 by

Oil markets are entering a very dangerous phase.  Already, many US energy companies have gone bankr...

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If only the central banks could print babies
19th February 2016 by

The Financial Times has kindly printed my letter below, arguing that central bank stimulus can’...

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Tokyo, Shanghai stock markets fall; yen rises 8% in 2 weeks
15th February 2016 by

Pity poor Janet Yellen, you might say.  The head of the US Federal Reserve told the Senate last wee...

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Great Unwinding sees oil fall 65%; US$ rise 22%; US 10-year rates rise 25%
4th January 2016 by

The Great Unwinding of policymaker stimulus was the major issue in financial markets in 2015.  And ...

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