Chemicals and the Economy

Economy faces slowdown as oil/commodity prices slide
12th February 2018 by

Oil and commodity markets long ago lost contact with the real world of supply and demand. Instead, t...

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The global economy and the US$ – an alternative view
29th January 2018 by

Every New Year starts with optimism about the global economy.  But as Stanley Fischer, then vice ch...

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US Treasury benchmark yield heads to 4% as 30-year downtrend ends
22nd January 2018 by

The US 10-year Treasury bond is the benchmark for global interest rates and stock markets.  And for...

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Anti-pollution drive hits China’s role as global growth engine
4th December 2017 by

China is no longer seeking ‘growth at any cost’, with global implications, as I describe...

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The Great Reckoning for policymakers’ failures has begun
16th October 2017 by

Next week, I will publish my annual Budget Outlook, covering the 2018-2020 period. The aim, as alway...

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Baby boomers’ spending decline has hit demand and inflation
21st September 2017 by

The Financial Times has kindly printed my letter below, wondering why the US Federal Reserve still ...

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Oil price weakness will unmask reflation and recovery myth
15th June 2017 by

Oil markets have been at the centre of the recent myth that economic recovery was finally underway. ...

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Interest rate and US$ surge mark start of the Great Reckoning
21st November 2016 by

The bond market vigilantes are back.  And they clearly don’t like what they are seeing.  Tha...

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US 10-Year interest rates suggest Great Reckoning may be near
19th September 2016 by

 “History doesn’t repeat itself, but it often rhymes“, Mark Twain Bob Farrell of ...

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