Perennials 55+

Demographics are destiny – and today’s ageing populations are creating a “replacement economy”

Demographics are taking demand patterns in completely new directions. Sustaining future growth now depends on successfully developing and implementing new policies, focused on the opportunities offered by the emergence of the Perennials 55+ cohort.

Demographics are destiny – and today’s ageing populations are creating a “replacement economy” Read More

WeWork’s bankruptcy marks the beginning of the end for the stimulus economy

Essentially, the central banks thought that unlimited amounts of free money could reverse the impact of ageing populations. WeWork’s bankruptcy suggests that the bills for this mistake are now coming due, after 20 years of what the Wall Street Journal called “The most reckless monetary and fiscal experiment in history”

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Asia’s debt crisis starts to approach its endgame as the yen continues to tumble

Last week, the Japanese yen fell through the US$ : ¥150 level for the first time since 1990. It has now fallen by nearly 50% against the US$ in the past two years. The currency is behaving as if Japan were a 3rd world country – whereas it is actually the 3rd largest economy in the world. Clearly, something is very wrong.

Asia’s debt crisis starts to approach its endgame as the yen continues to tumble Read More

It’s our 16th birthday – and the chemical industry remains the best leading indicator for the global economy

The Ukraine war highlights how the real world can often be a very messy place. Issues such as geopolitics and demographics aren’t easy to understand. It can be hard to understand the detail of how key industries and markets are operating.

So it’s no surprise that most policymakers have preferred to stay in the world of theory.

It’s our 16th birthday – and the chemical industry remains the best leading indicator for the global economy Read More

An Asian debt crisis would shake the global economy, now the ‘Presidential Cycle’ effect is over

The Presidential Cycle is now over. Instead, worries about the recession and the US debt ceiling talks are moving centre-stage. But Asian currency markets are sending a warning signal. A rising US dollar and US interest rates, and a falling yen and yuan, could soon raise the risks of a major Asian debt crisis.

An Asian debt crisis would shake the global economy, now the ‘Presidential Cycle’ effect is over Read More

The blog’s 15th birthday – and the chemical industry remains the best leading indicator for the global economy

The US is moving into recession as the Atlanta Fed chart confirms. Chemicals have been warning of this for some time. But policymakers and commentators remain in Denial about the economy. They prefer to focus on their computer models, and ignore the real world outside their window.

The blog’s 15th birthday – and the chemical industry remains the best leading indicator for the global economy Read More

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 up their support. But will Wall Street continue in party mood, despite the growing problems on Main Street?

 

2021 unlikely to see a quick return to ‘business as usual’ Read More