An Evergrande default could reset the Chinese, and global, economy
19th September 2021 by

China’s economy has been ‘subprime on steroids’ since the financial crisis in 2008...

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Businesses set for transformation as supply chain chaos combines with Net Zero targets
15th August 2021 by

‘Business as usual’ seems a most unlikely outcome as we look forward over the next 6 months....

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The blog’s 14th birthday – and the New Normal world it predicted has arrived
27th June 2021 by

The blog has now been running for 14 years since the first post was written from Thailand at the end...

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“When all the experts and forecasts agree — something else is going to happen”, Bob Farrell
20th June 2021 by

In January, “everyone knew” that inflation was about to take off, and that the US$ was g...

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Pandemic leads to ‘baby bust’ as births decline in most countries
18th April 2021 by

A year ago, many were suggesting the lockdowns might produce a “baby boom” as couples sp...

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Americans hunker down on spending as the pandemic’s impact continues
11th April 2021 by

US stock markets have been hitting new records recently, as investors swoon over the idea that the $...

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China’s dual circulation policy aims to reduce debt reliance
14th March 2021 by

Every now and then, people wake up to the fact that debt is only good news when it adds to growth. O...

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Rising US interest rates, US$ and oil prices set to pressure financial markets
7th March 2021 by

Everyone who has ever played the Beer Distribution Game on a training course knows what is happening...

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5 key questions for success in the New Normal
17th January 2021 by

Sustainability rather than globalisation is becoming the key driver for business. And the paradigm s...

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Chart of the Year – CAPE Index signals negative S&P 500 returns to 2030
20th December 2020 by

Each year, it seems there is only one candidate for Chart of the Year. And 2020 is no exception. It ...

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