Chemicals and the Economy

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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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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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...

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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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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...

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Interest rates and London house prices begin return to reality
2nd October 2017 by

Global interest rates have fallen dramatically over the past 25 years, as the chart shows for govern...

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Baby boomers’ spending decline has hit demand and inflation
21st September 2017 by

The Financial Times has kindly printed my letter below, wondering why the US Federal Reserve still ...

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US GDP growth stalls with participation rates near all-time low
10th April 2017 by

US GDP growth is slowing, again, as the chart of the Atlanta Federal Reserve’s “GDP Now&...

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Monetary policy reaches sell-by date for managing the economy
27th February 2017 by

Monetary policy used to be the main focus for running the economy.  If demand and inflation rose to...

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Fed’s economic models applied to a past era
29th October 2016 by

The Financial Times has kindly printed my letter below, welcoming the Fed’s decision to addres...

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