President Trump’s Tariff War will soon lead to empty shelves at Wal-Mart, Target, Home Depot and many other stores this month. The famous saying “Well in May and go away” might be a prudent policy for investors.
Chemicals and the Economy
6 ‘Rules for Success’ as tariff wars and Europe’s Clean Industrial Deal begin
The Rules for doing business have to change. As NATO’s leader, Mark Rutte, has warned, Europe needs to “Raise defense spending or start learning Russian”
China’s property crash has already destroyed $18tn of household wealth – where next?
Living longer should be a great opportunity for all of us. Today’s problem is that policymakers around the world have refused to accept that demographics are destiny. All of us now have to face the challenge of unwinding the mess they have made.
Trump launches trade war with US’s top 3 trade partners; says Europe & key business sectors are next
“The Dumbest Trade War in History. Trump will impose 25% tariffs on Canada and Mexico for no good reason.” Wall Street Journal editorial
2025 will be a year of ‘Known Unknowns’ – we know the problems, but not how they will play out
The collapse of Asia’s main currencies versus the US$ confirms that our world is increasingly dominated by known unknowns. We know what the key issues might be, but we can only guess at how they might turn out.
Europe’s economy loses its “engine”, as France follows Germany into political turmoil
Europe has been built through crisis since the end of World War 2. Today’s economic and political crises require a similar focus on reinvention.
Companies need to refocus to avoid over-capacity problems ahead
Today’s population growth is mainly due to increasing life expectancy, not babies being born. And these Perennials 55+ are the most under-served generation in history. Companies who pivot to meet their needs are likely to be very successful
Chemicals must respond to demographic destiny
Demographic changes are now transforming the nature of demand in chemicals and other industries. Far-sighted companies around the world are already adapting their strategies for success in today’s New Normal.
NVIDIA moves to new highs, while nearly half of major US companies have no earnings
Markets are finally rediscovering their core role of price discovery. The US 10-year rate has risen 0.5% since the Fed cut its rate by 0.5%. And so the clock is now ticking for the biggest stock market bubble of our lifetimes.
Chemicals industry starts to focus on Reinvention options at Berlin conference
The key is to rethink the business and become demand-led. And the good news is that companies are now starting to explore this option.
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