Chemicals and the Economy

The BoE’s pre-emptive strike is not without risk
12th February 2019 by

The Financial Times has kindly printed my letter below, arguing that it seems the default answer to ...

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Fed’s magic money tree hopes to overcome smartphone sales downturn and global recession risk
3rd February 2019 by

Last November, I wrote one of my “most-read posts”, titled Global smartphone recession ...

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“What could possibly go wrong?”
21st October 2018 by

I well remember the questions a year ago, after I published my annual Budget Outlook, ‘Budgeti...

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Boomer SuperCycle unique in human history – Deutsche Bank
30th September 2018 by

“The 1950-2000 period is like no other in human or financial history in terms of population growth...

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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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Chemicals flag rising risk of synchronised global slowdown
29th April 2018 by

Chemicals are easily the best leading indicator for the global economy.  And if the global economy ...

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The tide of global debt has peaked: 8 charts suggest what may happen next, as the tide retreats
22nd April 2018 by

The results of the central bankers’ great experiment with money printing are now in, and they ...

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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 return of volatility is the key market risk for 2018
8th January 2018 by

We are living in a strange world. As in 2007 – 2008, financial news continues to be euphoric, ...

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Budgeting for the Great Unknown in 2018 – 2020
23rd October 2017 by

“There isn’t anybody who knows what is going to happen in the next 12 months.  We’...

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