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Paul Hodges

Trusted Advisor
Contributor's Links: International eChem The pH Report
Paul Hodges is a trusted advisor to many of the world's leading investors and companies. He publishes The pH Report, which focuses on the impact of the Great Unwinding of policymaker stimulus on world markets. Paul serves as a Global ...more
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1 to 14 of 14 Posts
“We May Be Opponents, But We Are Not Enemies, We’re All Americans”
Sunday, November 8, 2020 9:59 AM EDT
Friday was the anniversary of Lincoln’s Presidential win in 1860, and Biden’s speech claiming victory reflected this historical parallel. As his comments in the title of this post remind us, opponents aren’t enemies.
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Companies Ignore The Perennials (55+) Generation At Their Peril
Sunday, October 13, 2019 6:45 AM EDT
Nearly 1/3rd of the US population is in the 55+ cohort. Yet companies and investors, like the Federal Reserve, have failed to junk their out-of-date models and still plan by looking into the rear-view mirror at how things used to be.
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Most Businesses Were Nowhere Near Ready For Brexit Last Friday
Sunday, April 14, 2019 9:55 AM EDT
As the Duke of Wellington said in another context, "it was a damn close-run thing". Without the efforts of backbench MPs and the EU, the UK would have crashed out of the EU with no trade deals on Friday night. And the risk has only been postponed
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An 11th Birthday – And A Look Forward To 2021
Monday, July 2, 2018 12:59 PM EDT
In the midst of major uncertainty, its often useful to take a longer-term view
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Airbus Warns Of “dawning Reality” There May Be No Brexit Deal
Sunday, June 24, 2018 9:11 AM EDT
Many investors have ignored the fact that the UK is currently set to leave the EU next March. Now Airbus and BMW have warned they urgently need more detail on what new trading arrangements will apply, and if there will be a Transition Agreement.
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Chemical Industry Data Shows Reflation Remains Hope, Not Reality
Monday, July 31, 2017 3:27 AM EDT
Hopes for the "great reflation" and return of inflation are likely to be disappointed over the next few months, as China's $150bn/month shadow lending stimulus is cut back to zero
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Plastics Demand Is Peaking As Circular Economy Arrives
Monday, July 24, 2017 4:44 AM EDT
The world has produced 8.3bn tonnes of plastics since the industry began 60 years ago. Almost all of it is still with us - in the oceans and in landfill. Companies need to develop new business models to tackle this problem.
In this article: DOW, LYB
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The Blog’s 10th Birthday
Monday, June 19, 2017 4:27 AM EDT
The blog has successfully forecast the subprime crisis, major movements in the oil price and more recently, Trump's success and the Leave result in the UK referendum. Today is its 10th birthday.
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G7 Summit Shows Leaders Are Forgetting The Lesson Of The 1930s
Monday, May 29, 2017 4:08 AM EDT
G7 leaders spent more time arguing than agreeing in Italy at the weekend. They have forgotten that no single country can resolve today's problems - as JFK said long ago,"United there is little we cannot do, divided there is little we can do"
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US Permian’s Shale Oil Surge Highlights OPEC’s Failed Strategy
Monday, May 15, 2017 4:02 AM EDT
OPEC and Russia have made a massive mistake in trying to put a $50/bbl floor under oil prices. They have given a window of opportunity to US Permian Basin producers to ramp up huge volumes of low-cost production.
In this article: OIL
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Debt, Demographics Set To Destroy Trump's GDP Growth Dream
Monday, May 1, 2017 8:09 AM EDT
President Trump is copying Presidents George W Bush and Obama in hoping stimulus policies will restore US GDP growth levels to 3%. But today's aging population makes this impossible. Instead it will add to the debt mountain their stimulus created .
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Half Of India’s Youth Prioritise Religion Over Science, And Believe Women Should Always Listen To Their Husbands
Thursday, April 20, 2017 4:29 AM EDT
Many investors believe India can become a new China, and become the growth engine for the global economy. But a major new survey of India's youth suggests the real story behind its potential "demographic dividend is rather different.
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Trump’s $1tn Infrastructure Plan Likely Dead As Focus Moves To Tax
Tuesday, March 28, 2017 11:02 AM EDT
President Trump's defeat on healthcare makes it very unlikely that he will be able to push through his proposed $1tn infrastructure boost.
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Political Risk Rises As Trump Sets Out To Change America’s Relationship With The World
Monday, January 2, 2017 8:41 AM EDT
President-elect Trump's policies will create a paradigm shift in the global economy, Managing political and social risk is about to become critical to achieving economic success
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1 to 14 of 14 Posts