When oil prices were still at $50/bbl we forecast that they ‘seemed highly likely to be soon back at their long-term average, below $30/bbl’
On 1 March 2020 we forecast the dramatic drop in oil prices
The end of business as usual – we foresaw a ‘synchronised global slowdown’
In 2018-19 we suggested optimism over economic recovery was misplaced
The pH Report forecasts slowing growth in China
Between 2006 and 2008 The pH Report was correctly warning that the sub prime bubble would burst and cause a global financial meltdown
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 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.
Highlighting the key factors in the evolving landscape, often those generally overlooked.
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 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.
THE PH REPORT TEAM
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…
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