on April 17, 2014

William White was the only central banker to publicly warn of the risks to the world economy long before the Crisis, when he was...

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on April 16, 2014

Monday’s Interesting Quotes post highlighted how China’s leadership clearly recognise they have a massive debt problem, as detailed in the blog’s recent Research Note. Further evidence for...

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on April 15, 2014

Its not just the UK that is seeing an earthquake taking place in consumer demand patterns, as the blog discussed last week.  The same...

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on April 14, 2014

Every now and then, somebody in a senior position says something that really deserves to be noticed.  Often this is when they are in a...

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on April 11, 2014

The above chart from the excellent American Chemistry Council (ACC) weekly report may look a bit baffling at first.  But it is worth attention,...

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on April 10, 2014

What happens to demand when women stop having lots of babies, and the general population starts living very much longer? Common sense would suggest...

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on April 9, 2014

Oil futures markets are a wonderful thing, in theory.  They are supposed to enable price discovery, whilst their liquidity is meant to enable companies to...

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on April 8, 2014

The blog is awarding itself a pat on the back this morning, as its forecast last month for the US auto market seems to...

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on April 7, 2014

The end of Q1 seems a good moment to look back at the position of the benchmark markets in the IeC Downturn Monitor.  Compared...

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on April 4, 2014

Its really not that difficult to work out that much of the world faces a ‘demographic cliff’. But very few companies seem to want...

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