Chemicals and the Economy

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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$50bn hole appears in New York financial markets – Fed is “looking into it”
29th September 2019 by

Most people would quickly notice if $50 went missing from their purse or wallet. They would certainl...

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G7 births hit new record low, below Depression level in 1933
14th July 2019 by

If a country doesn’t have any babies, then in time it won’t have an economy. But that...

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From subprime to stimulus…and now social division
6th July 2019 by

The blog has now been running for 12 years since the first post was written from Thailand at the end...

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Don’t get carried away by Beijing’s stimulus
7th April 2019 by

Residential construction work in Qingdao, China. Government stimulus is unlikely to deliver the econ...

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Déjà vu all over again for oil markets as recession risks rise
3rd March 2019 by

Back in 2015, veteran Saudi Oil Minister Ali  Naimi was very clear about Saudi’s need to adop...

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Chemical output signals trouble for global economy
4th November 2018 by

A petrochemical plant on the outskirts of Shanghai. Chinese chemical industry production has been ne...

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Boomer SuperCycle unique in human history – Deutsche Bank
30th September 2018 by

“The 1950-2000 period is like no other in human or financial history in terms of population growth...

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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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China’s lending bubble is history
27th May 2018 by

As China’s shadow banking is reined in, the impact on the global economy is already clear, as ...

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