Markets remain “volatile and challenging” says BASF chairman
29th May 2014 by

Nothing has really changed over the past year.  That seems to be the key conclusion from the blog&#...

Leaders need to “see around corners” in today’s VUCA world
31st March 2014 by

The number “42” was the answer to “the ultimate question of life” in the cla...

Demographics drive demand and fertility rates have fallen
25th March 2014 by

A major debate is underway in Eurozone financial markets about the imminent approach of deflation. ...

5 years of stimulus have only delayed move to the New Normal
12th March 2014 by

Coincidentally the blog began its 6-monthly review of global financial market performance on 7 March...

“Reservations are no longer necessary at many high-end restaurants”
24th February 2014 by

Think back a moment to September 16 2008.  Newly released transcripts analysed by the Wall Street ...

Global economy approaches a T-junction
6th January 2014 by

Intuition’s great benefit is that it provides a different perspective.  Thus the intuitive ...

The trend is your friend, until it isn’t
21st December 2013 by

Investing in today’s financial markets is relatively easy.  You simply have to believe that g...

Can oil prices stay at $100/bbl forever?
17th December 2013 by

Sometimes the blog’s mind goes back to its happy days in Houston, Texas, when it set up and ra...

Growth remains below SuperCycle trend, whilst debt is building
25th November 2013 by

Whisper it quietly, so as not to disturb policymakers’ dreams.  But the charts above from th...

“I’m Sorry, America” says Fed’s official responsible for QE operations
14th November 2013 by

Over the years, the blog has been very critical of the quality of people appointed by the US Fede...

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