Chemicals and the Economy

Paul Hodges

China’s lending bubble is history
27th May 2018 by

As China’s shadow banking is reined in, the impact on the global economy is already clear, as ...

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Trump’s trade war should set warning bells ringing for every company and investor
8th April 2018 by

There should be no surprise that President Trump has launched his trade war with China.  The real s...

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Goodbye to “business as usual” model for plastics
18th March 2018 by

Polymer markets face two major challenges in coming months. The most immediate is the arrival of t...

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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...

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US PE exports on front line as Trump changes trade policies
15th January 2018 by

It is almost a year since Donald Trump became President.  And whilst he has not followed through on...

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The return of volatility is the key market risk for 2018
8th January 2018 by

We are living in a strange world. As in 2007 – 2008, financial news continues to be euphoric, ...

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Anti-pollution drive hits China’s role as global growth engine
4th December 2017 by

China is no longer seeking ‘growth at any cost’, with global implications, as I describe...

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Difficult times ahead for US polyethylene exports as business models change
20th November 2017 by

This wasn’t the chart that companies and investors expected to see when they were busy finalis...

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Saudi Arabia’s ‘Vision 2030’ is looking a lot less clear
30th October 2017 by

Saudi Arabia’s U-turn to revive oil output quotas is not working and fails to address the chan...

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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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