Chemicals and the Economy

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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Budgeting for the Great Reckoning
31st October 2016 by

One thing is certain about the 2017 – 2019 Budget period.  “Business as usual” is...

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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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Investors panic in “search for yield” as interest rates go negative
7th September 2016 by

Its been a great few months for financial markets.  All the major markets have seen gains, as the ...

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US pensioners pay the price for Fed’s monetary policy failure
19th August 2016 by

There was one bit of good news this week.  For the first time since the financial crisis began, a G...

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Global demand slowdown hits chemical industry results
15th August 2016 by

Its not been a great 6 months for the global chemical industry, and my usual quarterly survey of com...

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Bank of England’s new stimulus policy creates bankruptcy risk for corporate pension funds
12th August 2016 by

The Western BabyBoomers (born between 1946-70), have been one of the luckiest generations in history...

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Brexit poll creates UK, euro interest rate rise risk
26th February 2016 by

Financial markets are very bad at evaluating political risk.  They assume people will always be rat...

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Great Unwinding creates Great Divergence in financial markets
2nd December 2015 by

Most traders prefer to be with the crowd – then, at least, they can’t be personally blam...

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US 10-year interest rates jump 23% as Fed debates 0.25% hike
30th November 2015 by

Media hype over the potential for a 0.25% interest rate rise by the US Federal Reserve is well under...

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