on July 25, 2016

There was never any fundamental reason why oil prices should have doubled between January and June this year. There were no physical shortages of...

READ MORE »
on July 22, 2016

There is no such thing as an accident.  The chemical industry, like others, has known this for over 30 years, since the adoption of...

READ MORE »
on July 20, 2016

Serious questions need to be asked about the likely level of future demand growth for oil and auto sales in Emerging Markets (EMs), as...

READ MORE »
on July 18, 2016

Chemistry and the Economy: 2016 Mid-year review The UK’s decision to leave the European Union (Brexit) is causing major upheaval in financial markets as...

READ MORE »
on July 18, 2016

“A week is a long time in politics” was the insight of former UK premier Harold Wilson.  It is tempting to think that the...

READ MORE »
on July 15, 2016

Around a quarter of global bonds now have negative interest rates.  This means that you get less money back at maturity than you originally...

READ MORE »
on July 13, 2016

Many of the world’s major investors are assuming that Italy’s banking crisis will force Germany to agree to deliver ‘helicopter money‘ to Eurozone citizens....

READ MORE »
on July 11, 2016

We are approaching the 2nd anniversary of the Great Unwinding of policymaker stimulus, which began in August 2014: The initial movement was very sharp,...

READ MORE »
on July 8, 2016

It is hard to believe that the blog has now been running for 9 years.  Over 2000 posts have been published, and its readership...

READ MORE »
on July 6, 2016

Difficult times lie ahead for global polymer markets, as I note in a new analysis for ICIS Chemical Business. In the short-term it is...

READ MORE »