on March 23, 2017

The past few weeks have been a nightmare for the many hedge funds who gambled on higher oil prices. They obviously hadn’t realised that...

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on March 20, 2017

President Trump ran for office on the basis that he would “drain the swamp” in Washington, and deliver major change in a number of...

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on March 9, 2017

The clash of priorities between President Xi and Premier Li over the role of stimulus in China’s economy is close to being decided, as...

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on March 6, 2017

London’s housing market was always going to have a difficult 2017. As I noted 2 years ago, developers were planning 54,000 new luxury homes...

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on March 2, 2017

OPEC has a long wait ahead, if it hopes that US drivers will ever go back to SuperCycle levels of driving and gasoline consumption...

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on February 27, 2017

Monetary policy used to be the main focus for running the economy.  If demand and inflation rose too quickly, then interest rates would be...

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on February 23, 2017

Just when you think something really can’t get any worse, it does.  Sadly, that’s the story on chemical industry force majeures since my last...

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on February 20, 2017

“May God bless the USA and God bless Boeing” was President Trump’s sign-off in his speech on Friday at Boeing’s South Carolina factory.  Earlier...

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on February 16, 2017

The outlook is becoming clearer for the global smartphone market, and it confirms my judgement in November, when reviewing Q3 sales: “It seems likely...

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