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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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...

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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...

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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...

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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 ...

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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...

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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...

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