China’s slowdown accelerates as IOUs substitute for credit
7th April 2014 by

The end of Q1 seems a good moment to look back at the position of the benchmark markets in the IeC D...

Local buyers priced out of London housing market
6th March 2014 by

Most people, if they are lucky, never get to see a property bubble during their lives.  But those o...

UK tinkers with higher pension ages, ignores impact on GDP
5th March 2014 by

Many readers have asked to see how the UK economy is being impacted by its ageing population, follow...

US PVC exports fail to grow in 2013, despite shale gas boost
25th February 2014 by

Trade data for net US PVC exports seems to be trying to tell us something very important about the c...

China’s urban consumers depend on property ‘wealth effect’
20th February 2014 by

One of the great myths of modern times is that China is now full of middle class people with Western...

“The dog ate my homework”: excuses for economic slowdown
17th February 2014 by

There were never any excuses from policymakers during the BabyBoomer-led SuperCycle from 1983 –...

US house price recovery “living on borrowed time”
9th January 2014 by

Housing used to be the key driver for US chemical demand in the SuperCycle, and went into overdrive¬...

Asian ethylene margins soar on China stimulus, plant outages
13th November 2013 by

Volatility is one of the blog’s key themes for the next few years, as the world transitions to...

A little bit of China stimulus goes a long way in housing
30th October 2013 by

It was only a “mini-stimulus” that was delivered by China’s new leaders in July.¬†...

Income and age will determine American’s future housing needs
2nd October 2013 by

Affordability is the key factor in today’s markets.¬† And nowhere is this more true than in US...

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