Chart of the Year: Bitcoin, the logical end for stimulus policies
18th December 2017 by

Last year it was the near-doubling in US 10-year interest rates.  In 2015, it was the oil price fal...

China’s lending bubble sees Beijing home prices jump 63%
17th April 2017 by

Greed and fear are the primary emotions driving China’s housing and auto markets today, as Chi...

US watchdog warns on today’s “quicksilver markets”
23rd March 2015 by

What could go wrong in today’s financial world?  Many stock markets in the West are hitting...

The Great Unwinding of policymaker stimulus has begun
18th August 2014 by

Large economies are like supertankers.  There are no brakes to use if you want to change direction ...

Dow’s CEO says “pre-2008 economy was a bubble”
28th July 2014 by

Now its official.  Andrew Liveris, Dow CEO, told CNBC last week that the “pre-2008 economy wa...

Polyethylene, shadow banking and China’s ‘collateral trade’
22nd July 2014 by

The blog’s latest post for the Financial Times, published on the BeyondBrics blog is below. By Pa...

$20tn US, China stimulus and lending – but recovery elusive
21st July 2014 by

Despite all the positive headlines, the world’s two largest economies have failed to deliver...

The €2bn WiFi company that wasn’t
10th July 2014 by

Blog readers often travel a lot.  And they certainly use WiFi.  So here’s a question: Q.  D...

Do you know where your polyethylene is in China?
8th July 2014 by

In the late 1970s and early 1980s, New York Mayor Ed Koch fronted a series of public service TV comm...

Will 2014 be a repeat of 2008, but worse?
7th July 2014 by

Will 2014 turn out to be a repeat of 2008 for the US economy? 6 years ago, after all, not a single ...

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