on July 29, 2014

Just as forecast in March, world cotton prices have crashed. Prices peaked at 97.35c/lb on 24 March, just 3 days after the post was published.  Since...

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on July 28, 2014

Now its official.  Andrew Liveris, Dow CEO, told CNBC last week that the “pre-2008 economy was a bubble“.  And exactly mirroring the analysis of...

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on July 25, 2014

There is never a shortage of growth opportunities.  But too often companies choose not to access them.  Hopefully that won’t happen with the opportunity to supply millions...

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on July 24, 2014

Its really not difficult to forecast US auto sales and housing starts if you take a longer term view.  Of course, this wouldn’t suit the traders,...

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on July 23, 2014

Global auto markets have started to move in new directions.  That much is clear from comment by the major national auto associations.  This will be...

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on July 22, 2014

The blog’s latest post for the Financial Times, published on the BeyondBrics blog is below. By Paul Hodges of International eChem Strange things are happening...

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on July 21, 2014

Despite all the positive headlines, the world’s two largest economies have failed to deliver sustained recovery, even though the 2 governments have now spent a combined...

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on July 18, 2014

The blog found it hard to believe, when it started to research for Boom, Gloom and the New Normal, how little information existed on...

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on July 17, 2014

As discussed yesterday, energy markets are now going through major change.  Many of the investment banks who led the move to higher prices post-2008...

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on July 16, 2014

As promised yesterday, the blog looks today at the impact of today’s high prices on oil consumption growth. As the chart, based on BP data...

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