shared value

The blog’s Christmas Quiz

Its now 3 years since the Great Recession began.

US GDP is still below previous peaks, despite $5trn of stimulus spending and quantitative easing.

The position in the Eurozone is even worse.

China’s economy will be lucky to escape with a ‘soft l…

USA’s PE exports decline despite shale gas

As promised, the blog looks today at the USA’s trade position in polyethylene (based on data for the January-August period from Global Trade Information Services, the leading global supplier).

The chart shows US net trade (exports less imports). This…

Political, Social concerns drive non-Western companies

Last week’s New Normal seminar in Houston continued the success of the Singapore and Frankfurt events. It sparked lively debate about the major opportunities for future growth in the New Normal. These include:

• The over-55 age group in the West …

Politics, beliefs return to dominate economics

The 10000 readers who downloaded the blog’s first Budget White Paper in December 2009, ‘Budgeting for a New Normal’, will remember the issues highlighted in the triangle above.

At the time, they were being widely ignored, as policymakers assumed that …