The Fed’s stock market bubble is at risk as China bursts its real estate bubble
24th October 2021 by

The US stock market bubble just keeps rising. And every investor “knows” that the US Fed...

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Xi aims to “bring order out of chaos” by bursting China’s property bubble
3rd October 2021 by

China is at the start of its biggest economic shake-up since 1978, when Deng Xiaoping launched his p...

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The end of China’s real estate bubble will impact global supply chains, exports and growth
26th September 2021 by

“How did you go bankrupt?” Bill asked. “Two ways,” Mike said. “Gradually, then suddenly....

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An Evergrande default could reset the Chinese, and global, economy
19th September 2021 by

China’s economy has been ‘subprime on steroids’ since the financial crisis in 2008...

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Pandemic leads to ‘baby bust’ as births decline in most countries
18th April 2021 by

A year ago, many were suggesting the lockdowns might produce a “baby boom” as couples sp...

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China’s dual circulation policy aims to reduce debt reliance
14th March 2021 by

Every now and then, people wake up to the fact that debt is only good news when it adds to growth. O...

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Rising US interest rates, US$ and oil prices set to pressure financial markets
7th March 2021 by

Everyone who has ever played the Beer Distribution Game on a training course knows what is happening...

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Chart of the Year – CAPE Index signals negative S&P 500 returns to 2030
20th December 2020 by

Each year, it seems there is only one candidate for Chart of the Year. And 2020 is no exception. It ...

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US chemical companies face ‘wake-up call’ as Biden focuses on the Climate Change agenda
13th December 2020 by

I worked for many years at a world-leading chemical company, ICI. But sadly, it lost its way as seni...

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Paradigm shifts create Winners and Losers
20th October 2019 by

MY ANNUAL BUDGET OUTLOOK WILL BE PUBLISHED NEXT WEEK Next week, I will publish my annual Budget Outl...

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