on July 31, 2015

The chemical industry continues to be the best leading indicator we have for the global economy. Whilst stock markets were continuing to move higher...

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on July 30, 2015

US house prices have recovering for 3 years, as the chart from the Wall Street Journal confirms.  It shows two lines: The dark blue...

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on July 29, 2015

I spent most of last week in New York and Boston, meeting with major investors.  One key topic on all their agendas was the...

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on July 28, 2015

My latest post for the Financial Times, published on the BeyondBrics blog is below  | Jul 27 15:08 | Red is a lucky colour in China, which is why...

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on July 27, 2015

BASF and Dow Chemical both warned on the outlook when presenting their H1 results last week: BASF CEO Kurt Bock warned, “We have for...

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on July 24, 2015

London house prices are one of the major faultlines in the debt-fuelled Ring of Fire created by central banks stimulus policies: It is crazy...

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on July 23, 2015

Something strange is happening in the European auto market, as the above chart from the industry association shows: Normally there are seasonal patterns, with...

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on July 22, 2015

Hi data for auto sales in world’s top 7 markets is confirming my suggestion last October that global auto sales had reached their “top...

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on July 21, 2015

Previous chairs of the US Federal Reserve had a poor record when it came to forecasting key events: Alan Greenspan, at the peak of...

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on July 20, 2015

Latest data for China’s economy continue to suggest a major slowdown is underway: Rail freight, one of Premier Li’s key data points, was down...

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