Global auto fleet goes electric as “the electrification of everything” begins
The ‘digitalization of everything’ has transformed the global economy over the past 30 years. The rise of the internet is just one example. Now electrification is set to have a similar impact,…
The end of stimulus, and the growing importance of demographics, means the economy could face a major downturn
‘Business as usual’ has been a great strategy for the past 40 years. But nothing lasts forever. It has now – like the central banks’ stimulus policies – hit the inevitable brick…
“FANGs” lose their teeth as stock markets relearn their key role of price discovery
Now, we are all starting to suffer for the central banks mistake in adopting Bernanke Theory. The bubbles they created are finally starting to burst as interest rates return to more…
Chart of the Year – Our Sentiment Index proved a great guide to the S&P 500 in 2022
Nobody knows how markets will develop. But past performance is the best guide that we have. This is why our Sentiment Index is my Chart of the year for 2022.
Break glass in case of emergency – the 2023 outlook for the economy
Please join me for my free ACS webinar on Thursday, December 15, 2022 @ 2-3pm ET.
The car market is crashing
Winners and Losers are becoming inevitable in the world’s largest manufacturing industry. Companies and their suppliers have to manage fixed costs to survive the recession. But they also have to invest in…
Europe sets new rules to boost plastics recycling, as Russia’s invasion highlights risks with fossil-fuel dependence
Last week’s UN Conference confirmed that curbs on the production of virgin plastics are clearly on the way. Plastics companies have the technology and expertise needed to make advanced recycling of plastics…
China has locked down again. Yet World Cup TV shows that normal life has resumed outside China. And the real estate bubble (29% of GDP) continues to burst
The World Cup runs till December 18. That’s a long time for Chinese viewers to ask themselves “Why am I still locked down, when the rest of the world is living a…
Global economy set to go ex-growth as world population hits 8bn
Underlying growth has been slowing since 2000 as more people joined the Perennials generation. Now, the bursting of the central bank stimulus bubbles – combined with the impact of Russia’s invasion -…