Chemicals and the Economy

Paul Hodges

Resilience amidst headwinds is key for H2
30th June 2019 by

Resilience is set to become the key issue as we look forward to H2, as I note in a new analysis for ...

Read
Perennials set to defeat Fed’s attempt to maintain the stock market rally as deflation looms
23rd June 2019 by

Never let reality get in the way of a good theory. That’s been the policy of western central b...

Read
Europe’s auto sector suffers as Dieselgate and China’s downturn hit sales
16th June 2019 by

Trade wars, Dieselgate and recession risk are having a major impact on the European auto industry, a...

Read
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...

Read
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...

Read
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...

Read
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...

Read
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...

Read
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...

Read
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 ...

Read
Jump to page: