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Previous Issues


2017

October 'The calm before the storm'

September '4 Debt-related risks ... and 3 Hurricanes'

July/August 'China moves centre stage as Q4 National Congress nears'

June 'Nobody knows what is going to happen in the next 12 months'

May 'Consensus breeds complacency on oil, China, economic outlook'

April 'Autos, chemicals, challenge belief in global reflation'

March 'One year on - economic transformation in the Middle and Desert Kingdoms'

February 'N American PE expansions face moment of truth'

January 'The world is about to become a very different place'


2016

December 'Nothing to worry about'

November 'Trump Brexit confirm - Its the demographics stupid'

October 'Business as usual options fade in post-Brexit world'

September 'Chemicals flag rising risk of economic downturn'

July/August 'Brexit opens new fault lines in the 'Ring of Fire''

June 'Ageing populations create paradigm shift for growth'

May 'Desert and Middle Kingdoms aim for economic transformation'

April 'You can't print babies'

March 'Oil market volatility hits near-record highs'

February 'China focuses on self-sufficiency'

January 2016 Outlook, 'The end of the beginning'


2015

December 2015 Review - 'Price discovery returns to oil markets'

November 'Best pay attention to 十三 五'

October '5 oil market myths'

September 'China bursts commodities super-bubble'

August 'Impact of $25bbl oil'

July 'China's stock market collapse'

June 'China says Goodbye to Stimulus'

March 'Deflation & Debt'


2014

December 'Oil prices continue bouncing down the stairs to lower levels'

October 'The Great Unwinding begins'

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