How to survive the Great Unwinding of policymaker stimulus
27th January 2015 by

I was privileged to be interviewed by Merryn Somerset Webb, editor-in-chief of MoneyWeek (the UK...

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The great ‘Deflation Shock’ is coming closer
19th January 2015 by

  The world is about to be hit by a demand shock equivalent to 1973’s supply shock.  Yet...

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Rocky road ahead for global economy as chemical industry remains downbeat
6th January 2015 by

The chemical industry continues to be the best leading indicator that we have for the global economy...

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China’s “wasted $6.8tn” highlights its new economic direction
2nd December 2014 by

Can you imagine your government publishing a report that showed $6.8tn has been wasted in “ine...

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China plans $90bn spend on new “Silk Roads”
14th November 2014 by

I am just back from my first World Economic Forum meeting, having been invited to join its global c...

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Winners and losers from the end of China’s property bubble
13th June 2014 by

As promised yesterday, the blog looks today at the potential Winners and Losers from President Xi Ji...

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President Xi Jinping’s ‘China Dream’
12th June 2014 by

A new type of leader seem to be starting to emerge in China and India.  President Xi Jinping in Ch...

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Central banks have created a debt-fuelled ‘ring of fire’
3rd June 2014 by

A new article by an IMF economist makes the point that in April 2008, not a single one of the mainst...

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China auto sales depend on lending and property bubble
22nd May 2014 by

The above chart is the blog’s simple guide to forecasting China’s auto sales.  We know ...

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“Investors retreat as deflation fears rise”
19th May 2014 by

The blog’s important eBook, ‘Boom, Gloom and the New Normal: How Ageing Western BabyBo...

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