Rocky road ahead for global economy as chemical industry remains downbeat
6th January 2015 by

The chemical industry continues to be the best leading indicator that we have for the global economy...

US dollar rises as investors worry low-cost money may disappear
3rd September 2014 by

Nobody knows how the Great Unwinding of central bank stimulus policies will develop.  The world has...

Bond investors embrace the 3 Normals
1st July 2014 by

Sometimes the blog gets lucky with its timing.  That was certainly the case when it spoke to the wo...

ECB gives a figleaf for politicians to hide behind
11th June 2014 by

It is impossible to overstate the seriousness of today’s threat from deflation.  Policymakers...

European policymakers no longer able to ignore deflation
10th June 2014 by

A year ago, European policymakers and central bankers were dismissive when the blog suggested def...

Network effect leaves central banks fighting the real world
9th June 2014 by

The blog first learnt about the network effect in the late 1990s, during the successful launch of th...

Financial market melt-up takes S&P 500 to new record
6th June 2014 by

A year ago, the blog suggested that financial markets were reaching their most dangerous ‘melt...

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...

Euro elections likely to see strong vote for anti-EU parties
21st May 2014 by

Its now nearly 2 years since the head of the European Central Bank (ECB) said he “was ready ...

Ageing populations create repayment risk for government bonds
25th April 2014 by

Government bonds in the larger, wealthy countries of the West have traditionally been regarded as be...

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