The litmus test for the global economy


The pH Report helps you navigate through the ‘New Normal’

“Your work on this is a very good example of how demographics in mainstream economics has been under-emphasized for too long.”

Andy Haldane, Chief Economist, Bank of England

The pH Report value proposition

The aim of our regular published research is to provide clients with:

  • A global perspective on evolving economic issues: often through the uniquely well-placed lens of the chemical industry.
    IMF Global GDP v ACC Chemicals Ex-Pharma capacity utilisationThe chemical industry has excellent correlation with IMF data and is recognised as the global economy’s best leading indicator.
  • Situational awareness: highlighting the key factors in the evolving landscape, often those generally overlooked
  • Scenario analysis: where appropriate, showing the range of conceivable outcomes

The analysis within the pH Report is founded on the extensive experience and global perspective of the lead authors, supported by the wider group of consulting colleagues and specialist data sets.


Subscribing to The pH Report gets you…

  • Monthly research
  • Telephone access to the authors

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The New Normal Channel

Download New Normal eBook

New Normal e-bookWritten by Paul Hodges and John Richardson, it describes how the ageing of the Western Baby Boomers is changing the global economy.



Paul Hodges, The pH ReportPaul Hodges

Is a trusted adviser to major companies and the investment community, and has a proven track record of accurately identifying key trends in global marketplaces. He has been widely recognised for correctly forewarning of the 2008 global financial crisis…

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Daniel de Blocq van Scheltinga, The pH ReportDaniël de Blocq
van Scheltinga

Was the first foreigner to be granted permission to run the finance company of a top-tier Chinese State Owned Enterprise…

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David Hughes, The pH ReportDavid Hughes

Is an expert on the Middle East, having lived and worked in Riyadh, Saudi Arabia for 5 years, after leading SABIC’s global business redesign programme in 2009…

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Paul Satchell, The pH ReportDr Paul W Satchell

Paul has a total of 37 years of chemical industry experience, beginning as a chemist at BP’s Research Centre in Sunbury-on-Thames in 1980…

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