West’s household spending heads for decline as population ages and trade war looms
11th March 2018 by

As promised last week, today’s post looks at the impact of the ageing of the BabyBoomers on t...

West faces “demographic deficit” as populations age
3rd March 2018 by

Rising life expectancy, and falling fertility rates, mean that a third of the Western population is ...

China’s role in market volatility – Beijing’s shifting priorities raise questions over assumptions of global growth
19th February 2018 by

Commentators have confused cause with effect when analysing this month’s sudden downturn in fi...

Economy faces slowdown as oil/commodity prices slide
12th February 2018 by

Oil and commodity markets long ago lost contact with the real world of supply and demand. Instead, t...

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 ...

The global economy and the US$ – an alternative view
29th January 2018 by

Every New Year starts with optimism about the global economy.  But as Stanley Fischer, then vice ch...

US Treasury benchmark yield heads to 4% as 30-year downtrend ends
22nd January 2018 by

The US 10-year Treasury bond is the benchmark for global interest rates and stock markets.  And for...

Chart of the Year: Bitcoin, the logical end for stimulus policies
18th December 2017 by

Last year it was the near-doubling in US 10-year interest rates.  In 2015, it was the oil price fal...

Central banks’ reliance on defunct economic theory makes people worry their children will be worse off than themselves
27th November 2017 by

“Average UK wages in 2022 could still be lower than in 2008”  UK Office for Budget Resp...

Budgeting for the Great Unknown in 2018 – 2020
23rd October 2017 by

“There isn’t anybody who knows what is going to happen in the next 12 months.  We’...

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