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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OPEC set to lose out as Biden, EU and China focus on Climate Change opportunities
6th December 2020 by

OPEC used to dominate global oil markets. In the early 1980s, there was even talk of another OPEC ca...

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Oil prices signal potential end to the V-shaped recovery myth
26th July 2020 by

Oil prices have moved into another ‘flag shape’ – which previously provided critic...

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Bankruptcies now the key risk as hopes for V-shaped recovery disappear
19th July 2020 by

Governments, financial markets and central banks all originally assumed the Covid-19 pandemic would ...

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World moves from Denial to Anger, as the Paradigm of Loss moves forward
7th June 2020 by

I have been warning about the Covid-19 risk since early February, and in April suggested here that: ...

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Hertz goes bankrupt as non-essential consumer demand disappears
24th May 2020 by

The US Federal Reserve has now spent $7tn bailing out Wall Street. But it couldn’t save the 10...

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Debt, deflation, demographics and Brexit set to challenge London house prices
17th May 2020 by

London property websites haven’t used the word “reduced” for many years. But it...

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