The Fed’s stock market bubble is at risk as China bursts its real estate bubble
The Federal Reserve can’t control the fallout from the bursting of China’s ‘subprime on steroids’ real estate bubble
EU patience starts to run out as UK threatens to break the N Ireland Protocol
UK business now needs to speak up very strongly if it wants to avoid an EU trade war, and a major row with the USA
A look back from 2030 at the success of COP26
Companies moved away from simply providing products – valuable though these were – to instead provide solutions to the pressing problems created by the need to move to Net Zero
An end to the China bubble would risk a Minsky moment
Many valuations are, after all, at more extreme levels than in 2008, due to the belief that China’s demand growth is unstoppable.
Xi aims to “bring order out of chaos” by bursting China’s property bubble
As the real estate market slows, China imports will reduce – setting off a chain reaction across the world
The end of China’s real estate bubble will impact global supply chains, exports and growth
Much of the way the world currently works depends on uninterrupted and elevated Chinese growth.
An Evergrande default could reset the Chinese, and global, economy
As with Lehman’s bankruptcy in September 2008, there is a real risk that an Evergrande default could cause a stampede for the exits around the world.
PlasticsEurope calls for mandatory 30% recycling target for packaging by 2030
Now we need companies to step up to the plate, in alliance with their value chain and financial partners. Time is limited, and the industry must be able to demonstrate real progress…
Housing markets face long-term downturn as central banks abandon stimulus
Central banks thought they could overcome demographic pressures from ageing populations by printing bucket-loads of money at zero interest rates to support housing and stock markets. Now they are finally realising this…