Chemicals and the Economy

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...

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CEOs need new business models amid downturn
14th January 2019 by

Many indicators are now pointing towards a global downturn in the economy, along with paradigm shif...

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London house prices slip as supply/demand balances change
22nd July 2018 by

London house prices are “falling at the fastest rate in almost a decade” according to m...

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Hurricane Harvey: lack of insurance will hit Houston’s recovery
4th September 2017 by

“By Monday, the third straight day of flooding, the aftermath of Hurricane Harvey had left muc...

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US home-ownership returns to 1960’s levels
11th May 2016 by

US home ownership is back at levels seen briefly in the mid-1980s, and before that in the mid-1960s....

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US housing sees major change as middle-market is squeezed
30th July 2015 by

US house prices have recovering for 3 years, as the chart from the Wall Street Journal confirms.  I...

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Yellen offers hostage to fortune on US growth
21st July 2015 by

Previous chairs of the US Federal Reserve had a poor record when it came to forecasting key events: ...

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US housing markets weaken as home ownership levels fade
25th February 2015 by

Data over the past month continues to confirm my fears that the US housing recovery is going into re...

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Oil price collapse will likely end recovery in US housing starts
23rd January 2015 by

We now have full US Census Bureau data for housing starts in 2014, which shows: Starts returned to t...

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US home ownership back at 1995 level as decline continues
19th December 2014 by

  Conventional wisdom seemed to think the US housing report was positive this week.  But analy...

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