Oil producers at a crossroads
2nd November 2008 by

The blog has been thinking about last week’s leaked report from the International Energy Agenc...

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China’s Pearl River Delta slows
2nd November 2008 by

The Pearl River Delta is the original heart of China’s industrialisation process. The blog fir...

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BASF warns on 2009
31st October 2008 by

Back in August, the blog noted that BASF chairman Jurgen Hambrecht was forecasting that “the w...

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Deflation threatens
30th October 2008 by

Prof Nouriel Roubini of New York University was one of those to correctly forecast a global recessio...

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US house prices fall again
28th October 2008 by

US house prices continued their downward path in August, and “every region reported negative a...

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OPEC cuts production, worries about demand
28th October 2008 by

Two main factors weigh on oil markets. The first, as PetroMatrix note in their latest weekly report,...

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Sentiment, fundamentals….and panic
26th October 2008 by

Sometimes markets move because of sentiment, sometimes because of fundamentals. Sometimes (luckily r...

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A downturn, not a dip
26th October 2008 by

The blog first raised this issue last December, when noting that global chemical industry production...

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China focuses on the rural economy
20th October 2008 by

China was the first major country to recognise the need for economic restructuring, back in August. ...

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Californian house sales jump, as prices fall
20th October 2008 by

We now have an possible indication of how far house prices may have to fall in some parts of the USA...

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