Financial Times

China fooled the world, and now comes the Great Unwinding

The global commodity super-bubble is coming to an end, as I describe in my latest post for the Financial Times, published on the BeyondBrics blog It is exactly a year since we forecast that a Great Unwinding of stimulus policies was underway, due to a major slowdown in China. As we warned on beyondbrics: Oil and commodity prices are […]

Ageing UK households’ impact on growth

My new post for the Financial Times FT Data blog highlights how household spending is very dependent on age. Guest post by Paul Hodges| Jan 29 11:28 | The UK’s ageing population is creating major headwinds for economic growth, data published last month by the Office of National Statistics shows. The issue is simple: the […]

"Growth won’t save us – there won’t be any"

Merryn Somerset Webb, editor-in-chief of Money Week and also a Financial Times columnist, has devoted her latest post to the implications of the ageing Western population:

“I can’t be sure of much about next year. But here’s one fact you can’t argue w…