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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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17 to 32 of 184 Posts
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Oil Prices Signal Potential End To The V-Shaped Recovery Myth
Sunday, July 26, 2020 8:15 PM EDT
The promised V-shaped rally stalled at the end of May. And it is now clear that the the oil market rally was really only due to massive stock-building by China and India,
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Hopes For V-Shaped Recovery Disappear
Sunday, July 19, 2020 7:00 AM EDT
Bankruptcies are now the key risk for markets, as major industries continue to restructure in real time.
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Reshoring Set To Create Winners And Losers As Advanced Manufacturing Takes Over
Sunday, July 12, 2020 6:19 AM EDT
It makes no sense to reshore on the basis of centuries-old technology when digital, continuous & biotech-enabled technology is safer, greener, faster and cheaper.
In this article: SNYNF
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Merkel Warns Of Need To Prepare For No-Deal Brexit
Sunday, July 5, 2020 9:50 AM EDT
From January, UK businesses will likely be operating on WTO terms with their main trading partner, as the government has chosen not to extend the EU Transition Period beyond December .
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Oil Prices Start To Reconnect With Coal And Gas
Sunday, June 21, 2020 7:11 AM EDT
Somebody is going to be badly wrong in their forecasts for oil prices with Saudi for $80/bbl: BP hoping for $55/bbl (the average between 1973-2019), the market at $40/bbl - while the long-term median oil price since 1861 is $24/bbl.
In this article: BP, OIL
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Economic Risks Rise As The Lockdowns End
Sunday, June 14, 2020 8:58 PM EDT
Major paradigm changes are underway in the global economy, catalyzed by the Covid crisis.
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World Moves From Denial To Anger, As The Paradigm Of Loss Moves Forward
Sunday, June 7, 2020 6:23 AM EDT
Anger is building in many major economies as the economic damage caused by governmental failure to implement sensible contingency plans for the COVID-19 pandemic starts to become obvious.
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Hertz Goes Bankrupt As Non-Essential Consumer Demand Disappears
Sunday, May 24, 2020 8:47 AM EDT
The next few months are likely to be a very bad time for companies hoping to sell non-essentials to cash-strapped consumers - particularly if their balance sheets are stuffed with debt.
In this article: HTZZ Also: GM
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Local Supply Chains Replace Global Trade As World Starts To “Do More With Less”
Sunday, April 26, 2020 6:14 AM EDT
European prices for the major petrochemicals have collapsed since the Covid-19 crisis back to pre-1973 OPEC oil embargo levels. And the loss of purchasing power means recycling will likely become essential in the future
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Financial Markets Enter Their Convulsion Phase
Sunday, April 19, 2020 12:38 PM EDT
Investors have wanted to believe that central banks were more important to the economy than demographics. This fantasy is now being exposed.
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World Risks Moving From Denial Into Anger As The Paradigm Of Loss Moves Forward
Sunday, April 12, 2020 8:26 PM EDT
False dawns are a normal feature of bear markets as investors continue to hope that the bottom has been reached. But the IMF's new warning suggests it may be years rather than months away.
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The World Has Wasted 3 Months – There Is Little Time Now Left To Avoid A COVID-19 Catastrophe
Sunday, April 5, 2020 12:09 PM EDT
The hardest hit urban center in the world is New York. The state’s death toll is rising faster than in any other sub-national region at this stage of its coronavirus outbreak.
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A New Recession Era Arrives
Sunday, March 22, 2020 10:15 AM EDT
The COVID-19 pandemic seems likely to be the catalyst for a debt-fuelled recession. Here are our thoughts on five key priorities for investors.
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“They May Ring Their Bells Now, Before Long They Will Be Wringing Their Hands”
Sunday, March 15, 2020 9:41 AM EDT
Politicians have started to close down large parts of the economy in response to coronavirus. Investors therefore seem likely to be about to learn an expensive lesson about the risks of 'buying the dips'
In this article: DIA
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China’s Smartphone And Auto Sales Tumble As Coronavirus Hits Demand
Sunday, March 8, 2020 7:35 AM EDT
China is 30% of the global auto/smartphone market, and key to global supply chains. And now other major markets are starting to be impacted as contagion from the coronavirus epidemic spreads across global markets
In this article: CNY, AAPL, SSDIY, SPY, GM, F, FXCNY
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Oil Markets Hit Perfect Storm As Coronavirus Cuts Demand
Sunday, March 1, 2020 4:40 AM EDT
Oil prices have broken through the downside support from the 'flag' shape, suggesting another major collapse is underway
In this article: DNO Also: BNO, DBO, OIL, USO
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17 to 32 of 184 Posts
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