European Union

Your A to Z Guide to the reality of Brexit after 31 December

(Picture credit Shutterstock) A.  Article 50 of the Lisbon Treaty set out the rules for leaving the European Union. As with most negotiations, it assumed the leaving country would present its proposals for the post-withdrawal period – which would then be finalised with the other members. But the UK government has little experience of trade negotiations, as these

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Wishful thinking dominates Brexit debate as the UK heads towards No Deal on 31 October

One of the best things I learned at school was the simple mnemonic: “To ASSUME can make an ASS of U and ME” Unfortunately, most of those involved in the UK’s Brexit debate have failed to remember it.  As a result, it seems likely that the UK will end up leaving the European Union on 31

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Companies and investors have just 30 working days left to prepare for a No Deal Brexit

Companies across the UK and EU27 are realising there are now just 30 working days until the UK leaves the EU on 29 March, and starts to trade on WTO terms.  If this happens, every supply chain involving a movement between the UK and EU27 will change. And many supply chains involving movements outside the

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G7 Summit shows leaders are forgetting the lesson of the 1930s

G7 Summits began in the crisis years of the mid-1970s, bringing Western leaders together to tackle the big issues of the day – oil price crises, the Cold War with the Soviet Union and many others.  Then, as stability returned in the 1980s with the BabyBoomer-led economic SuperCycle, they became forward-looking.  The agenda moved to […]

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The global economy’s best leading indicator forecasts a downturn

If you want to know what is happening to the global economy, the chemical industry will provide the answers. It has an excellent correlation with IMF data, and also benefits from the fact it has no “political bias”.  It simply tells us what is happening in real-time in the world’s 3rd largest industry.  The chart […]

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The blog in 2016

2016 saw the Great Reckoning for the failure of stimulus policies begin to impact companies and markets. The blog’s readership has increased significantly as a a result, as shown in the chart above, with its visits now totaling nearly 500k.  Its readership includes 197 countries and over 11k cities.  Readers also remain very loyal, with […]

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