Chemicals and the Economy

The great ‘Deflation Shock’ is coming closer
19th January 2015 by

  The world is about to be hit by a demand shock equivalent to 1973’s supply shock.  Yet...

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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...

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“It’s worse than 2007, because then it was a problem of the developed economies”
17th April 2014 by

William White was the only central banker to publicly warn of the risks to the world economy long be...

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Japan’s debt now $80k for every man, woman and child
28th March 2014 by

Question:  Why will Starbucks reduce the menu price for its venti green-tea frappucino in Japan n...

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Deflation gets closer in Europe, USA and China
10th January 2014 by

Demographics drives demand.  If it doesn’t, then its hard to think what does.  So forecastin...

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Deflation far more likely than inflation
20th December 2013 by

The last in the blog’s series on things that we think we know, but may not, looks at the prosp...

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“Deflation fears spark shock ECB rate cut”
11th November 2013 by

The mention of deflation in the above front page headline of Friday’s Financial Times will n...

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China lending jumps to hit $380bn Q1 target
17th April 2012 by

China’s leaders have a lot to worry about. The purge of Bo Xilai has now been followed by news...

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China’s producers lose pricing power
14th December 2011 by

China’s economy is slowing rather fast. That’s the only conclusion to be drawn from the ...

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China’s power consumption hits new record
27th August 2011 by

China’s growth in electricity consumption is a much better guide to its economic growth than t...

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