Chemicals and the Economy

Paul Hodges

Mckinsey says global debt now 3x global GDP, and rising
10th February 2015 by

A major new report from consultants McKinsey confirms my concerns over the dramatic increase in glob...

Greece and the Eurozone head for showdown over debt issue
4th February 2015 by

We all learnt one crucial lesson from Syriza’s victory in the Greek election last week R...

Stock markets focus on central banks, ignore debt default risk
12th January 2015 by

Some extraordinary things are happening in global chemical markets.  They indicate something is ve...

Qingdao probe the ‘straw on the camel’s back’ for world markets
18th June 2014 by

The blog’s new Research Note in the ‘Your Compass on China’ series highlights the way tha...

Next ACS webinar on Thursday 5 June
30th May 2014 by

“Not with a bang but with a whimper”. The blog’s 6-monthly webinar for the American Chemic...

Political earthquake hits Europe in EU elections
27th May 2014 by

A political earthquake hit Europe in the European Union elections on Sunday night: For the first tim...

Growth remains below SuperCycle trend, whilst debt is building
25th November 2013 by

Whisper it quietly, so as not to disturb policymakers’ dreams.  But the charts above from th...

The eurozone debt crisis is no nearer solution
12th October 2013 by

The Eurozone crisis has been quiet since the summer of 2012, as the markets waited for the German e...

Markets slow as debt worries increase
11th February 2013 by

The blog is becoming worried about the likely outlook for Q2. Sentiment now seems to be weakening al...

Markets weaken as real problems remain unsolved
9th April 2012 by

It is hard to be very optimistic about the demand outlook for Q2. Demand in Q1 was lacklustre, even ...

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