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...

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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...

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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...

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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 ...

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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...

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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...

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$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...

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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...

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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...

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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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