The Great Reckoning for policymakers’ failures has begun
16th October 2017 by

Next week, I will publish my annual Budget Outlook, covering the 2018-2020 period. The aim, as alway...

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...

Chemical industry data shows reflation remains hope, not reality
31st July 2017 by

Western central bankers are convinced reflation and economic growth are finally underway as a result...

Political risk and interest rates rise in US, UK and Japan, as debt and dysfunctionality grow
17th July 2017 by

It was almost exactly 10 years ago that then Citibank boss, Chuck Prince, unintentionally highlighte...

“Exponentially rapidly rising or falling markets usually go further than you think, but they do not correct by going sideways”
3rd July 2017 by

Companies and investors have some big decisions ahead of them as we start the second half of the yea...

Metastable markets at risk from impact of US, UK political stalemate
12th June 2017 by

We are living in very uncertain times, where the only certainty is that there is no “business ...

Chemical industry downturn challenges stock market optimism
5th June 2017 by

Stock markets used to be a reliable indicator for the global economy, and for national economies. Bu...

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...

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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