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US housing starts fall as the BabyBoomers get older
US subprime lending was the starting point for the economic crisis now spreading around the world. The blog believes a key cause was policymakers refusal to accept that the ageing of the BabyBoomers...
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A 4-point Action Plan for chemical companies
Today’s economic situation is getting worse, not better. The blog believes this is because most policymakers still refuse to accept the wisdom contained in the Beatles’ ‘When I’m Sixty-Four’ song on...
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Scenarios for the transition to the New Normal
The transition to the new Normal is likely to be painful and long-lasting. Future demand growth will be slower as the ageing Boomers spend less and save more. More regular and deeper recessions are...
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Critical Success Factors in the New Normal
Yesterday’s Scenarios hopefully provided valuable insight into the challenges ahead for companies and individuals. They also suggest some Critical Success Factors for achieving a successful transition...
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Groundhog Day again as Quarter 4 starts
The great film comedy Groundhog Day saw Bill Murray doomed to repeat the same day in his life, until he learnt to become a better person. Sadly, financial markets have yet to learn from his example....
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EU’s plan to borrow from the poor boosts S&P 500
The brave new world of modern finance continues to amaze the blog. It still has problems with the idea that the answer to having too much debt is to borrow some more. But last week’s Eurozone summit...
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Political, Social concerns drive non-Western companies
Last week’s New Normal seminar in Houston continued the success of the Singapore and Frankfurt events. It sparked lively debate about the major opportunities for future growth in the New Normal. These...
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Investors prefer JUUGS to PIIGS
Financial markets have become increasingly nervous in recent weeks, since the blog last reviewed developments in global bond markets. Its conclusion then was that investors are worrying more about...
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The Downturn arrives
It is 5 months since the blog launched its IeC Downturn Alert, using prices from 29 April. It wrote then that: “They don’t ring bells at market turning points. Otherwise, we could all retire to the...
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Brexit a disaster for the UK, Europe and the world
First, the good news. It has long been recognised that the UK economy is over-dependent on financial services, and that its housing market – particularly in London – is wildly over-priced in relation...
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