Chemicals and the Economy

Companies ignore the Perennials 55+ generation at their peril
13th October 2019 by

Nearly a third of the the world’s High Income population are now in the Perennials 55+ generat...

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Smartphone market decline begins to impact global stock markets
19th May 2019 by

The bad news continues for the world’s smartphone manufacturers and their suppliers.  And Pre...

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BASF’s second profit warning highlights scale of the downturn now underway
9th December 2018 by

The chemical industry is easily the best leading indicator for the global economy.  And thanks to K...

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Time to recognise the economic impact of ageing populations
10th June 2018 by

Is global economic growth really controlled by monetary policy and interest rates?  Can you create ...

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Chemicals flag rising risk of synchronised global slowdown
29th April 2018 by

Chemicals are easily the best leading indicator for the global economy.  And if the global economy ...

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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...

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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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$1.8tn of stimulus later, Japan’s household spending unchanged
11th March 2016 by

3 years of massive stimulus spending in Japan has had no impact on the problem it was supposed to so...

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US economy’s demographic dividend is fast turning into a deficit
8th May 2015 by

My new post for the Financial Times FT Data blog discusses how the ageing of the US population is cr...

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Ageing UK households’ impact on growth
30th January 2015 by

My new post for the Financial Times FT Data blog highlights how household spending is very dependent...

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