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Chemicals and the Economy

Global auto industry sales growth depends on China

Autos remain the world’s largest manufacturing industry, and the single biggest source of demand for chemicals and plastics.  According to detailed analysis by the American Chemistry Council, each new US auto is worth $3,539 in terms of sales – and involves a wide range of products including antifreeze, plastic dashboards, bumpers and windows, as well as upholstery […]

One in four Japanese now over 65 years

Japan’s new government has embarked on a desperate gamble to restore economic growth after 2 decades of decline. Unfortunately, it is doomed to fail.  The chart from the Financial Times, explains why.  And the reason is very simple: One in four Japanese are now over the age of 65 And this proportion is continuing to rise, […]

Japan’s 7% Nikkei index fall highlights risks ahead

We are now nearly at the end of May, and still there is no sign of a sustained recovery in demand. This mirrors the weakness seen in January and March – normally also very strong months. Now, unless seasonal patterns are overturned, demand will remain slow until September – when people return from holidays and […]

Western stock markets in bubble-mode, again

The blog’s 6 monthly review of global stock markets highlights a very unusual pattern since global demand and chemical markets peaked on 29 April 2011, as the chart shows: • Markets in developed economies have powered ahead with Japan up 24%, the US S&P 500 up 14%, the UK up 8% and Germany up 6% […]

US, UK goverment bond yields follow Japan’s example

The arrival of the internet should make it easier to source key data from around the world. But instead, it seems to encourage Twitter-like behaviour, where everyone simply repeats what has already been said. How else to explain the almost universal view that government bond yields in countries such as the US and UK are […]

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