New Normal Insight helps investors make decisions in today’s increasingly complex markets.
Insight aims to help you identify the key changes that are now impacting your investments and your business. We focus on critical areas including oil, financial markets and China.
Our analysis is based on a lifetime’s experience of working in these key areas.
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New Normal Insight aims to help you identify the key changes that are now impacting your investments and your business.
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New Normal Insights
Waiting for Biden
Hedge funds have been happily selling the US dollar and buying commodities for some time, creating the illusion that a strong economic…
Now we have seen everything
An insurrection in the US capital, the formal election of the next President interrupted, and 5 people (including a law enforcement officer)…
2021 unlikely to see a quick return to ‘business as usual’
Investors have been spoilt in recent years by the absence of risk. 2020 confirmed the ‘risk off’ mode as central banks ramped…
OPEC and the Federal Reserve hold off reality for a (little) longer
“Fundamental reality will start to dawn, as it always does, in the end” Subscribe now to New Normal Insight to read…
China and Japan join Europe in deflation
“The rationale behind today’s euphoria seems based more on illusion than reality” Subscribe now to New Normal Insight to read the…
“Everything is for the best, in this best of all possible worlds”
” Investors expect $trns more stimulus from Janet Yellen & Jay Powell” Subscribe now to New Normal Insight to read the…
pH Outlook
Market bubbles start to burst
Oil prices have tumbled back to June levels, whilst the call option favourite Tesla has seen its price crash 26%. And the…
Chemicals data suggests recovery as far away as ever
Global Capacity Utilisation is only back to the March level at 77%, well below December 2019’s 82,1% before the recession began.
Chinese competition now the major threat to Apple
Apple’s SE model launch means it is now competing with Android-based Chinese competitors – probably not good news for its future profits
Central banks create a K-shaped rebound
The US is seeing a K-shaped rebound. Fed support meant the S&P 500 made new all-time highs last week. But 20% of…
The best view is always from the top of the mountain
US stock markets are riding high, with valuations in the 95th percentile since 1881. But the US economy is in trouble, with…
Political risk rises as Trump heads for one-term Presidency
Markets ignored our forecast of a Donald Trump win in 2016. And now they are ignoring the risk that he might not…