pH Outlook value proposition

pH Outlook value proposition

We hope this new weekly Briefing will help you identify key changes in the wider landscape that may impact you and your business. We focus on critical areas for the economy including oil and financial markets.
Some of these changes are already becoming obvious, such as rising levels of debt and the threat of deflation due to lack of demand. Others are still to appear, and relate to the way behaviour is likely to change once the pandemic is over.  Our analysis is based on a lifetime’s experience of working in these markets.

Please bookmark this page and tell your friends. We also welcome your comments at

New Normal Insights

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 eurozone moved into deflation.
Read More

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 US adults told the US Census they couldn’t afford to buy enough food to feed their children.
Read More
1 2

New Normal Insight team

About The pH Report – Paul Hodges
Paul Hodges
Paul Hodges is a Global Expert with the World Economic Forum: he speaks regularly at international conferences and writes for the Financial Times.
Contact Paul   ►
About The pH Report – Daniel de Blocq van Scheltinga
Daniël de Blocq van Scheltinga
Daniël de Blocq van Scheltinga Is Hong Kong-based with a background in investment/ corporate banking; he was the first foreigner to run an SOE’s finance department in China.
Contact Daniel   ►
David Hughes
David Hughes
David Hughes is an expert on the Middle East, and worked in Saudi Arabia for 5 years.
Contact David   ►
Paul Satchell
Dr Paul W Satchell
Paul Satchell understands financial markets, having been an equity analyst with several leading investment banks.
Contact Paul   ►


This Research Note has been prepared by IeC for general circulation. The information contained in this Research Note may be retained. It has not been prepared for the benefit of any particular company or client and may not be relied upon by any company or client or other third party. IeC do not give investment advice and are not regulated under the UK Financial Services Act. If, notwithstanding the foregoing, this Research Note is relied upon by any person, IeC does not accept, and disclaims, all liability for loss and damage suffered as a result. The pH Report and pH Outlook are published by IeC.

© IeC 2020