Chemicals and the Economy

US Treasury benchmark yield heads to 4% as 30-year downtrend ends
22nd January 2018 by

The US 10-year Treasury bond is the benchmark for global interest rates and stock markets.  And for...

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Budgeting for the Great Unknown in 2018 – 2020
23rd October 2017 by

“There isn’t anybody who knows what is going to happen in the next 12 months.  We’...

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The Great Reckoning for policymakers’ failures has begun
16th October 2017 by

Next week, I will publish my annual Budget Outlook, covering the 2018-2020 period. The aim, as alway...

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Chemical industry data shows reflation remains hope, not reality
31st July 2017 by

Western central bankers are convinced reflation and economic growth are finally underway as a result...

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“Exponentially rapidly rising or falling markets usually go further than you think, but they do not correct by going sideways”
3rd July 2017 by

Companies and investors have some big decisions ahead of them as we start the second half of the yea...

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Oil price weakness will unmask reflation and recovery myth
15th June 2017 by

Oil markets have been at the centre of the recent myth that economic recovery was finally underway. ...

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Interest rate and US$ surge mark start of the Great Reckoning
21st November 2016 by

The bond market vigilantes are back.  And they clearly don’t like what they are seeing.  Tha...

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Budgeting for the Great Reckoning
31st October 2016 by

One thing is certain about the 2017 – 2019 Budget period.  “Business as usual” is...

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US 10-Year interest rates suggest Great Reckoning may be near
19th September 2016 by

 “History doesn’t repeat itself, but it often rhymes“, Mark Twain Bob Farrell of ...

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US pensioners pay the price for Fed’s monetary policy failure
19th August 2016 by

There was one bit of good news this week.  For the first time since the financial crisis began, a G...

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