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EU cracker operating rates remain near record lows

An ageing population and record annual levels of oil prices create massive headwinds for Europe’s petrochemical producers.  One means demand growth is much reduced from the SuperCycle.  The other means these lower …
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Bond investors embrace the 3 Normals

Sometimes the blog gets lucky with its timing.  That was certainly the case when it spoke to the world’s leading bond investors last week.  Just an hour before, they had been shocked …
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The blog’s 7th birthday

Who would have believed the blog would still be here, 7 years after it began with a post from Thailand in June 2007?  Who would have believed the range of developments that …
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