Newsletter

The Federal Reserve can’t control the fallout from the bursting of China’s ‘subprime on steroids’ real estate bubble

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

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

Many valuations are, after all, at more extreme levels than in 2008, due to the belief that China’s demand growth is unstoppable.

As the real estate market slows, China imports will reduce – setting off a chain reaction across the world

Much of the way the world currently works depends on uninterrupted and elevated Chinese growth.

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.

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…

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…