'When I use a word,' Humpty Dumpty said, in rather a scornful tone, 'it means just what I choose it to mean -- neither...

Sometimes a picture really is worth 1000 words. This is certainly true with the above chart, showing China's producer price index since 2008: • It...

The 25 years of the BabyBoomer demand supercycle between 1983-2007 cover the careers of most people in the industry. Over this quarter-century, we...

Q1 data from Global Trade Information Services provides further evidence of the slowdown underway in China. As the chart shows, the dramatic drop...

Friday provided a good test of the blog's analysis that Japan's aggressive policy of devaluing the yen could result in major downward pressure on...

The importance of demographics in driving demand is clearly becoming more widely understood. This week, the blog was interviewed by the editors of MoneyWeek (the...

Blog readers read it here first. Last month the blog did some simple sums to show that US auto sales were unlikely to...

As the blog discussed yesterday, central banks have now kept oil prices above the historical $10-30/bbl range for 10 years. But can they remain there...

Since 1900, as the chart shows, oil prices have never been so high for so long as now. Until 2003, they had only...

Central bankers mean well. But, of course, good intentions do not guarantee good results. Their intention since the start of the 2008 crisis has...