on September 19, 2014

We all remember the Hans Christian Andersen story about the Emperor with no clothes.  His subjects were told that only those who were stupid or incompetent would be unable to...

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on September 18, 2014

August is a holiday month for Europe’s statisticians.  So we had to wait until yesterday for a combined summary of July and August’s EU auto sales.  As...

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on September 17, 2014

Nobel Prizewinner Prof Robert Shiller correctly forecast the dot-com collapse in 2000, and the 2008 financial Crisis, using the chart above.  Now he is warning...

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on September 16, 2014

The US PVC industry is hitting new problems, to add to the post-2006 collapse of the US housing market. Yet only 10 years ago, it was riding...

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on September 15, 2014

The day after our China Economic Transformation webinar last week, Premier Li Keqiang confirmed its key message: “There’s already a lot of money in the pool,...

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on September 12, 2014

The blog’s 6-monthly review of global stock markets highlights the narrow nature of the advance since September 2008, when the blog first began analysing developments. ...

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on September 11, 2014

The blog’s suggestion back in March that now would be a good time for US readers to buy a new car is looking more...

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on September 10, 2014

Interest rate risk is rising in the developed economies as the Great Unwinding of policymaker stimulus continues.  Since the blog first highlighted this Unwinding last month: Oil...

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on September 9, 2014

Financial markets today only care about one thing - whether central banks will continue to provide more low-cost financing to support higher asset prices.  Thus...

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on September 8, 2014

Today is Mid-Autumn Festival day in China, held to celebrate the harvest.  Traditionally it features the exchange of moon cakes filled with lotus paste...

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