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...

Interest rate and US$ surge mark start of the Great Reckoning
21st November 2016 by

The bond market vigilantes are back.  And they clearly don’t like what they are seeing.  Tha...

S&P 500 volatility close to 43-year lows as uncertainty rises
2nd November 2016 by

Something very strange is happening in US stock markets, as the above chart highlights:   It sho...

Budgeting for the Great Reckoning
31st October 2016 by

One thing is certain about the 2017 – 2019 Budget period.  “Business as usual” is...

Fault-lines open connecting the debt-fuelled ‘Ring of Fire’
24th October 2016 by

Next week, I will publish my annual Budget Outlook, covering the 2017-2019 period. The aim, as alway...

Markets doubt Carney’s claim to have saved 500k UK jobs
17th October 2016 by

Last week as the BBC reported, Bank of England Governor, Mark Carney, explained to an audience in ...

Oil markets enter the “post-fact economy”, where details of supply/demand no longer seem to matter
12th October 2016 by

Once upon a time, oil markets were based on facts.  Producers and consumers focused on trying to un...

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