The pH Report is published by New Normal Consulting, a Swiss-based strategy consultancy advising Fortune 500 and FTSE 100 companies, investment banks and fund managers.
Our value proposition is based on our ability to view the economy through the lens of the chemical industry, which is proven to be the best leading indicator for the global economy:
- Our approach is data-driven, and we cover areas where the team has long-term expertise such as developments in China, oil markets, geopolitics, as well as chemicals/plastics themselves and their key end-uses – autos, housing and electronics
- Our privileged position as advisers to investors and corporates enables us to operate in a ‘sweet spot’ where we can help investors to better understand companies’ key priorities, and help companies to understand investor needs.
- Having successfully forecasted the 2008 subprime crash, we were able to use the analysis in our 2011 book, ‘Boom, Gloom and the New Normal’ to identify how changing demographics mean that businesses need to move from being supply-driven to being demand-led.
- Via our analysis of the need “to do more with less”, we were also one of the first to identify the importance of the waste plastics/circular economy issue, and how sustainability is replacing globalisation as a key driver for the future.
$10,995 per year
The pH Report forecasts
We were one of the first to highlight inflation risk.
In April, we warned “We expect significant inflation in the short-term”
We forecast in early February that the Covid-19 virus would be the catalyst for recession
Our February Report was headlined ‘Coronavirus concerns confirm economic expansion is ending’
The end of business as usual – we foresaw a ‘synchronised global slowdown’
In 2018-19 we suggested optimism over economic recovery was misplaced
The pH Report forecasts slowing growth in China
“Last year Paul Hodges sent me a report saying the oil price was about to plummet. He saw it falling to $50/bbl in the first half of this year”
Merryn Somerset Webb
Moneyweek, January 2015
In 2014-15, The pH Report accurately forecast the dramatic drop in oil prices from $115/bbl to $30/bbl
The pH Report discusses the New Normal