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Chemicals and the Economy
US-China trade war confirms political risk is now a key factor for companies and the economy
12th May 2019 by

There are few real surprises in life, and President Trump’s decision to launch a full-scale tr...

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Uber’s $91bn IPO marks the top for today’s debt-fuelled stock markets
28th April 2019 by

Uber’s IPO next month is set to effectively “ring the bell” at the top of the post...

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Don’t get carried away by Beijing’s stimulus
7th April 2019 by

Residential construction work in Qingdao, China. Government stimulus is unlikely to deliver the econ...

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Stormy weather ahead for chemicals
24th March 2019 by

Four serious challenges are on the horizon for the global petrochemical industry as I describe in my...

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Ageing Perennials set to negate central bank stimulus as recession approaches
10th March 2019 by

The world’s best leading indicator for the global economy is still firmly signalling recession...

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Déjà vu all over again for oil markets as recession risks rise
3rd March 2019 by

Back in 2015, veteran Saudi Oil Minister Ali  Naimi was very clear about Saudi’s need to adop...

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The BoE’s pre-emptive strike is not without risk
12th February 2019 by

The Financial Times has kindly printed my letter below, arguing that it seems the default answer to ...

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Fed’s magic money tree hopes to overcome smartphone sales downturn and global recession risk
3rd February 2019 by

Last November, I wrote one of my “most-read posts”, titled Global smartphone recession ...

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CEOs need new business models amid downturn
14th January 2019 by

Many indicators are now pointing towards a global downturn in the economy, along with paradigm shif...

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Chart of the Year – China’s shadow banking collapse means deflation may be round the corner
16th December 2018 by

Last year it was Bitcoin, in 2016 it was the near-doubling in US 10-year interest rates, and in 2015...

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