Chemicals and the Economy

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, ...

Read
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’...

Read
Interest rates and London house prices begin return to reality
2nd October 2017 by

Global interest rates have fallen dramatically over the past 25 years, as the chart shows for govern...

Read
London housing market hit by Brexit, China’s capital controls
6th March 2017 by

London’s housing market was always going to have a difficult 2017. As I noted 2 years ago, dev...

Read
Monetary policy reaches sell-by date for managing the economy
27th February 2017 by

Monetary policy used to be the main focus for running the economy.  If demand and inflation rose to...

Read
Global auto market heads for 5% fall as stimulus impact wanes
30th January 2017 by

2016 data highlights one startling statistic about the world’s Top 7 auto markets.  They are ...

Read
Trump and dollar strength will accelerate the Great Reckoning
12th January 2017 by

Corporate debt in the Emerging Markets highlights the impact of the Great Reckoning, with the US dol...

Read
Recession the base case scenario for 2017
9th January 2017 by

It is hard to be optimistic about the outlook for 2017. The good news is that policymakers are fina...

Read
Chart of the Year: US$, 10-year US interest rates begin to rise
21st December 2016 by

Last year it was the oil price fall.  This year, there is no doubt that the US dollar has taken cen...

Read
2016’s Word of the Year: “Impossible”
19th December 2016 by

Nobody likes change, particularly on the scale that is taking place all around us today.  Understan...

Read
Jump to page: