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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on July 15, 2014

Oil markets have been driven by speculative excess since 2009.  None of the factors that were supposed to create supply shortages have ever occurred.  Markets...

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on July 14, 2014

When the world changes, companies either change with it or go out of business.  The market for stagecoaches was never the same once cars came...

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on July 11, 2014

The blog’s analysis about the inevitability of slowing demand and deflation was warmly received at Euromoney’s latest Global Bond Investors’ Congress.   Far fewer of this year’s attendees still...

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on July 10, 2014

Blog readers often travel a lot.  And they certainly use WiFi.  So here’s a question: Q.  Do you ever remember using a WiFi service...

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