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Chemicals and the Economy
US-China trade war confirms political risk is now a key factor for companies and the economy
12th May 2019 by

There are few real surprises in life, and President Trump’s decision to launch a full-scale tr...

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Uber’s $91bn IPO marks the top for today’s debt-fuelled stock markets
28th April 2019 by

Uber’s IPO next month is set to effectively “ring the bell” at the top of the post...

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Asian downturn worsens, bringing global recession nearer
25th November 2018 by

The chemical industry is the best leading indicator for the global economy.  And my visit to Singap...

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“What could possibly go wrong?”
21st October 2018 by

I well remember the questions a year ago, after I published my annual Budget Outlook, ‘Budgeti...

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Ethane price hikes, China tariffs, hit US PE producers as global market weakens
23rd September 2018 by

Sadly, my July forecast that US-China tariffs could lead to a global polyethylene price war seems to...

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Political and economic risks rise as US mid-term elections near
2nd September 2018 by

This is the Labor Day weekend in the USA – the traditional start of the mid-term election camp...

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UK faces ‘make or break summer’ as ‘No Deal’ Brexit risk rises
15th July 2018 by

Last week, the UK’s Foreign Secretary, its chief Brexit negotiator and several junior minister...

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US-China tariffs could lead to global Polyethylene price war
8th July 2018 by

I was interviewed on Friday about the likely impact of President Trump’s trade wars on the glo...

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The blog’s 11th birthday – and a look forward to 2021
2nd July 2018 by

The blog has now been running for 11 years since the first post was written from Thailand at the end...

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Financial markets party as global trade wars begin
3rd June 2018 by

More people left poverty in the past 70 years than in the whole of history, thanks to the BabyBoomer...

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auto sales Bank of England BASF benzene Brent oil prices central banks China Chrysler consumer spending credit bubble credit crunch crude oil prices deflation Donald Trump Dow Chemical ethylene European Central Bank Eurozone Ford global downturn GM housing IMF India inflation interest rates Japan liquidity naphtha new normal oil prices OPEC Petrochemicals Polyethylene polymers PTA recession Russia S&P 500 Saudi Arabia stimulus unemployment USA US Federal Reserve Xi Jinping
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