“When all the experts and forecasts agree — something else is going to happen”, Bob Farrell
20th June 2021 by

In January, “everyone knew” that inflation was about to take off, and that the US$ was g...

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Supply chains set to transform as companies start to reshore
9th May 2021 by

Major new opportunities are starting to appear in today’s New Normal world, as I describe in a...

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Weak demand – and the illusion of a return to “normal”
28th February 2021 by

My new interview with Real Vision focuses on the major changes underway in the economy. Our analysis...

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Iran highlights OPEC’s dilemma on output cuts
14th February 2021 by

Saying you “won’t do something” may stop you digging a bigger hole for yourself. B...

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5 key questions for success in the New Normal
17th January 2021 by

Sustainability rather than globalisation is becoming the key driver for business. And the paradigm s...

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Look for Winners and Losers in 2021
10th January 2021 by

“There are decades where nothing happens; and there are weeks where decades happen”. Lenin’s f...

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OPEC set to lose out as Biden, EU and China focus on Climate Change opportunities
6th December 2020 by

OPEC used to dominate global oil markets. In the early 1980s, there was even talk of another OPEC ca...

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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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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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