Chemicals and the Economy

Will stock markets see a Minsky Moment in 2020?
5th January 2020 by

Few investors now remember the days when price discovery was thought to be the key role of stock mar...

Read
Chart of the Decade – the Fed’s support for the S&P 500 will end with a debt crisis
22nd December 2019 by

Each year, there has been only one possible candidate for Chart of the Year.  Last year it was the ...

Read
Global economy hits stall speed, whilst US S&P 500 sets new records
1st December 2019 by

Whisper it not to your friends in financial markets, but the global economy is moving into recession...

Read
$50bn hole appears in New York financial markets – Fed is “looking into it”
29th September 2019 by

Most people would quickly notice if $50 went missing from their purse or wallet. They would certainl...

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
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
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 ...

Read
Stock markets risk Wile E. Coyote fall despite Powell’s rush to support the S&P 500
6th January 2019 by

How can companies and investors avoid losing money as the global economy goes into a China-led reces...

Read
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...

Read
The global economy and the US$ – an alternative view
29th January 2018 by

Every New Year starts with optimism about the global economy.  But as Stanley Fischer, then vice ch...

Read
Jump to page: