BASF’s second profit warning highlights scale of the downturn now underway
9th December 2018 by

The chemical industry is easily the best leading indicator for the global economy.  And thanks to K...

Budgeting for the end of “Business as Usual”
28th October 2018 by

Companies and investors are starting to finalise their plans for the coming year.  Many are assumin...

Oil prices flag recession risk as Iranian geopolitical tensions rise
20th May 2018 by

Today, we have “lies, fake news and statistics” rather than the old phrase “lies, ...

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 ...

Chemical industry warns of likely global recession in 2017
7th November 2016 by

The chemical industry is the best leading indicator for the global economy, and it is flagging major...

Will 2014 be a repeat of 2008, but worse?
7th July 2014 by

Will 2014 turn out to be a repeat of 2008 for the US economy? 6 years ago, after all, not a single ...

Nobody realised the BabyBoom had happened till long after it finished
21st November 2013 by

Milton Friedman received a Nobel Prize for economics in 1976, partly on the basis of his analysis th...

Ethylene demand weak as eurozone flirts with recession and deflation
19th November 2013 by

So this is as good as it gets in 2013.  That seems to be the sad conclusion from analysis of Q3 ope...

Investors decide central banks may not know what they are doing
30th September 2013 by

The blog was speaking last week at the major Euromoney investor conference on bond markets.  It fol...

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