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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Phase 2 of the Great Unwinding of policymaker stimulus begins
13th July 2015 by

Greece, Iran, China – suddenly real world issues are starting to dominate the headlines.  And...

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Fed’s loss of credibility risks causing investor stampede
22nd June 2015 by

Credibility is hard to gain.  And once gone, it is very hard to regain.  That is the challenge fac...

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German markets stumble as “Sell in May” theme continues
15th June 2015 by

My 4 May post was titled “‘Sell in May and go away?’ as US, German bond yields jum...

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US margin debt hits record highs, whilst interest rates jump
8th June 2015 by

Everyone knows that the US Federal Reserve will “never” let stock markets fall.  So it ...

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European interest rates go negative as Draghi boosts stock markets
17th March 2015 by

Historians will not look kindly on Mario Draghi, head of the European Central Bank. They will ask wh...

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