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pH Outlook – connecting the dots of the global economy
LATEST BRIEFING: 25 May 2020
‘Sell in May and go away
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The pH Report helps you navigate through the ‘New Normal’

“Your work on this is a very good example of how demographics in mainstream economics has been under-emphasized for too long.”

Andy Haldane, Chief Economist, Bank of England

The pH Report value proposition

Value Proposition

The aim of our regular published research is to provide clients with:

A global perspective on evolving economic issues:

Often through the uniquely well-placed lens of the chemical industry.

IMF Global GDP v ACC Chemicals Ex-Pharma capacity utilisation

The chemical industry has excellent correlation with IMF data and is recognised as the global economy’s best leading indicator

Situational awareness:

Highlighting the key factors in the evolving landscape, often those generally overlooked.

Scenario analysis:

Where appropriate, showing the range of conceivable outcomes.

The analysis within the pH Report is founded on the extensive experience and global perspective of the lead authors, supported by the wider group of consulting colleagues and specialist data sets.

 

Subscribe to The pH Report for:

  • Monthly research
  • Telephone access to the authors

The pH Report subscriber benefits

pH Outlook value proposition

Value Proposition

The pH Outlook aims to help you identify the key changes in the wider landscape that may impact you and your business.

We focus on critical areas for the economy including oil and stock markets. Our analysis is based on a lifetime’s experience of working in these markets, and so we are not afraid to provide our view of what is actually going on.

We see the situation today as rather like watching waves breaking on a beach in a storm. Everyone can see the first wave arriving, and can move out of the way. But then as the second and third waves come in, they hit the backwash from the first wave, and suddenly the sea becomes a raging cauldron, with water moving in every direction.

Our aim is to identify the second and third-order impacts that are likely to occur as the pandemic develops. Some of these are already becoming obvious, such as rising levels of debt and the threat of deflation due to lack of demand. Others are still to appear, and relate to the way behaviour is likely to change once the pandemic is over.

The pandemic is likely to prove the greatest crisis that any of us will see in our lifetimes. It is also happening at warp-speed. We hope that the pH Outlook will help you to prepare each week for what may come next – by identifying the critical developments of the past week, and presenting our view of what may happen next.

 

pH Outlook subscriber benefits

Download New Normal eBook

New Normal e-bookWritten by Paul Hodges and John Richardson, it describes how the ageing of the Western Baby Boomers is changing the global economy.

 

THE PH REPORT TEAM

Paul Hodges, The pH ReportPaul Hodges

Is a trusted adviser to major companies and the investment community, and has a proven track record of accurately identifying key trends in global marketplaces. He has been widely recognised for correctly forewarning of the 2008 global financial crisis…
Read Paul’s biography ►
Contact Paul  ►

David Hughes, The pH ReportDavid Hughes

Is an expert on the Middle East, having lived and worked in Riyadh, Saudi Arabia for 5 years, after leading SABIC’s global business redesign programme in 2009…
Read David’s biography  ►
Contact David ►

Daniel de Blocq van Scheltinga, The pH ReportDaniël de Blocq
van Scheltinga

Was the first foreigner to be granted permission to run the finance company of a top-tier Chinese State Owned Enterprise…
Read Daniel’s biography ►
Contact Daniel  ►

Paul Satchell, The pH ReportDr Paul W Satchell

Paul has a total of 37 years of chemical industry experience, beginning as a chemist at BP’s Research Centre in Sunbury-on-Thames in 1980…
Read Paul’s biography  ►
Contact Paul ►