The end of China’s real estate bubble will impact global supply chains, exports and growth
26th September 2021 by

“How did you go bankrupt?” Bill asked. “Two ways,” Mike said. “Gradually, then suddenly....

The End of “Business as Usual”
21st April 2019 by

In my interview for Real Vision earlier this month, (where the world’s most successful invest...

Chemical production continues to slow across most regions
24th September 2014 by

Chemical production is currently the best leading indicator for the wider economy, as financial ma...

Slide in Q2 operating rates is bad omen for H2 economic outlook
4th August 2014 by

The chemical industry is the best leading indicator for the global economy.  The slide in operat...

Recovery has been delayed, again
14th October 2013 by

Recovery has been delayed, again.  That is the clear message from the blog’s extensive discu...

Ageing populations mean decades of slower growth
30th October 2012 by

The next few decades will see very much slower economic growth in most countries. This will have cri...

IMF says advanced economies to “contract sharply”
20th March 2009 by

The IMF and World Bank continue to play leap-frog in reducing their global growth forecasts. In Janu...

Dow Chemical moves to Plan B
28th January 2009 by

A month ago, after the collapse of the K-Dow deal, the blog suggested that Dow would need to move qu...

Chemical production growth goes negative
20th December 2008 by

The chart, taken from the weekly ACC report, shows just how badly chemical production has been hit i...

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