Chemicals and the Economy

Central banks defy slowing global economy by destroying markets’ power of price discovery
3rd October 2016 by

Markets have one main function in life – price discovery.  If I want to buy, and you want to ...

Central bankers create debt, not growth, by ignoring demographic reality
26th September 2016 by

The world’s 4 main central bankers love being in the media spotlight.  After decades climbing...

6 impossible things not to believe about oil before breakfast
12th September 2016 by

 “Sometimes I’ve believed as many as six impossible things before breakfast.” Oil...

Investors panic in “search for yield” as interest rates go negative
7th September 2016 by

Its been a great few months for financial markets.  All the major markets have seen gains, as the ...

You’ve seen the Great Unwinding; get ready for the Great Reckoning
31st August 2016 by

Companies and investors now need to prepare for the Great Reckoning, as I describe in my latest post...

Pensions crisis finally becomes a mainstream issue
26th August 2016 by

It has been 5 years since we first warned of a looming pensions crisis in Boom, Gloom and the New No...

Suspense rises as Great Unwinding becomes the Great Reckoning
22nd August 2016 by

“There is a distinct difference between “suspense” and “surprise.”  Alfre...

Bank of England’s new stimulus policy creates bankruptcy risk for corporate pension funds
12th August 2016 by

The Western BabyBoomers (born between 1946-70), have been one of the luckiest generations in history...

Investors fear Fed’s outdated theories have hit sell-by date
6th June 2016 by

These are difficult times for companies and investors.  It is becoming more and more apparent that ...

Central banks head for currency wars as growth policies fail
2nd May 2016 by

The world’s central bankers would have been sacked long ago if they were CEOs running companie...

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