on April 23, 2014

An accident waiting to happen is perhaps the best way to describe aluminium markets – the key swing outlet for caustic soda.  Caustic soda is normally...

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on April 22, 2014

The good news is that the world’s development agencies are waking up to the idea that income level is going to be key to...

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on April 21, 2014

In olden days, highwaymen would hang around stagecoach inns, waiting to see when wealthy people were travelling.  Then they would hide out along their likely...

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on April 20, 2014

The blog’s recent Research Note on the likely impact of China’s economic reforms has attracted enormous interest. As a result, it will hold 2 free webinars on...

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on April 17, 2014

William White was the only central banker to publicly warn of the risks to the world economy long before the Crisis, when he was...

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on April 16, 2014

Monday’s Interesting Quotes post highlighted how China’s leadership clearly recognise they have a massive debt problem, as detailed in the blog’s recent Research Note. Further evidence for...

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on April 15, 2014

Its not just the UK that is seeing an earthquake taking place in consumer demand patterns, as the blog discussed last week.  The same...

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on April 14, 2014

Every now and then, somebody in a senior position says something that really deserves to be noticed.  Often this is when they are in a...

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on April 11, 2014

The above chart from the excellent American Chemistry Council (ACC) weekly report may look a bit baffling at first.  But it is worth attention,...

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on April 10, 2014

What happens to demand when women stop having lots of babies, and the general population starts living very much longer? Common sense would suggest...

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