UK tinkers with higher pension ages, ignores impact on GDP
5th March 2014 by

Many readers have asked to see how the UK economy is being impacted by its ageing population, follow...

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China’s urban consumers depend on property ‘wealth effect’
20th February 2014 by

One of the great myths of modern times is that China is now full of middle class people with Western...

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China’s lending bubble could now lead to zero GDP growth
18th February 2014 by

China has been primarily responsible for driving global growth since the Crisis began in 2008.  Aut...

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And now the stumble?
3rd February 2014 by

Last week the US Federal Reserve announced the second move in its so-called tapering process, and r...

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Deflation gets closer in Europe, USA and China
10th January 2014 by

Demographics drives demand.  If it doesn’t, then its hard to think what does.  So forecastin...

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China auto sales could drop if lending squeeze continues
24th December 2013 by

Imagine for a moment that you had become president or premier of China following the leadership tran...

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“2 Steps and Then a Stumble”, as the Fed starts to taper
23rd December 2013 by

The most important event of the past week, and possibly of the whole year, was Wednesday’s dec...

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The trend is your friend, until it isn’t
21st December 2013 by

Investing in today’s financial markets is relatively easy.  You simply have to believe that g...

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Boom/Gloom Index hits record high as western financial markets soar
9th December 2013 by

The best view is always from the top of the mountain.  At least that is how it feels today, with th...

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A little bit of China stimulus goes a long way in housing
30th October 2013 by

It was only a “mini-stimulus” that was delivered by China’s new leaders in July. ...

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