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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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Paradigm Shifts Create Winners And Losers
Sunday, October 20, 2019 12:22 PM EDT
Investors are still hoping that the central banks can shield them from the rising risk of a debt crisis. But hope is not a strategy, and developments in New York's repo market suggest the risks are rising.
In this article: NFLX, UBER
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Markets Face Major Paradigm Shifts As Recession Approaches
Sunday, October 6, 2019 11:13 AM EDT
Major paradigm shifts are occurring in the global economy - in autos and other major industries. Companies have to rethink their business models very rapidly, and at a time when profits are falling because of recession.
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$50 Billion Hole Appears In New York Financial Markets – Fed Is “Looking Into It”
Sunday, September 29, 2019 11:53 AM EDT
Valuations are tumbling in the 'bubble stocks' like WeWork and Netflix, created by the Fed's easy money policies. And, more importantly, risks are rising in critical global financial markets - as the repo market’s problems confirm
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Auto Markets Set For Major Disruption As Electric Vehicle Sales Reach Tipping Point
Saturday, September 21, 2019 1:05 PM EDT
"Business as usual" is ending for the auto industry. Suppliers to the industry have only a few years to either adjust or face going out of business
In this article: VLKAF Also: GM, TSLA, F
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No Deal Brexit Still A Likely Option If Opposition Parties Fail To Support A New Referendum
Sunday, September 15, 2019 12:21 PM EDT
Investors and companies may well be about to start finding out what life will be like after Brexit, deal or no deal, if the UK prime minister achieves his goal of leaving by the end of October.
In this article: FXB
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Day Of Reckoning Approaches For US Polyethylene Expansions, And The European Industry
Monday, September 9, 2019 3:01 AM EDT
Europe has now become the major export market for the US ethylene expansions, just at the moment when circular economy pressures are forcing a massive increase in recycling. Non-integrated EU producers have only a short window of time to prepare.
In this article: DOW
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Oil Market Weakness Suggests Recession More Likely Than Middle East War
Sunday, August 11, 2019 5:15 PM EDT
Oil markets are refocusing on the downside risks from President Trump's trade war with China, with the IEA suggesting the outlook is "fragile". This is another sign of the storm now gathering over the global economy.
In this article: USO
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Smartphone Sales Continue Their Decline, While $25 Smart Feature Phones Open Up New Markets
Sunday, August 4, 2019 12:43 PM EDT
"Affordable luxury" is becoming a thing of the past as the world moves into recession. This is bad news for Apple, Samsung etc as smartphones' sales decline shows. But it's good news for businesses like Jio with truly affordable products.
In this article: AAPL
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Investors Need To Start Planning For A No-Deal Brexit On October 31
Sunday, July 28, 2019 11:27 AM EDT
The UK government under its new premier is now committed to leaving the EU in less than 100 days. A new deal looks very unlikely in the time available. Without it, there will be no transition period. The shock to the UK economy will be massive.
In this article: FXE, FXB
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London House Prices Edge Closer To A Tumble
Sunday, July 21, 2019 7:27 AM EDT
London property has been the asset of choice in the UK for the past 20 years, with any weakness seen as a buying opportunity. But sentiment is now changing as the key drivers for the boom start to reverse - and the downside risk is growing.
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G7 Births Hit New Record Low, Below Depression Level In 1933
Sunday, July 14, 2019 5:27 PM EDT
The world's largest economies are mostly ageing thanks to the miracle of increased life expectancy. We need new policies to help society adjust to this new normal world. Central banks' money-printing is only creating debt that cannot be repaid
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From Subprime To Stimulus...and Now Social Division
Sunday, July 7, 2019 8:43 AM EDT
We are now in the endgame of the financial crisis that began in 2007. Policymakers have failed to realise the ageing of the BabyBoomers meant growth would inevitably slow. Their stimulus efforts have led to the rise of the 1% and social division
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Resilience Amidst Headwinds Is Key For H2
Sunday, June 30, 2019 8:12 AM EDT
Resilience is set to become the key issue as we look forward to the second half of the year. None of us have ever seen the combinations of events that are potentially ahead of us. And none of us can be sure which way they will develop.
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Perennials Set To Defeat Fed’s Attempt To Maintain The Stock Market Rally As Deflation Looms
Sunday, June 23, 2019 9:31 AM EDT
The Fed has been doing the wrong thing for 20 years. By keeping interest rates below market levels, it has created deflation by boosting supply at a time when today's aging population means demand growth is slowing. We now risk economic turmoil.
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Europe’s Auto Sector Suffers As Dieselgate And China’s Downturn Hit Sales
Sunday, June 16, 2019 10:27 AM EDT
Trade wars, Dieselgate and recession risk are having a major impact on the European auto industry. European car sales have also been falling since September.
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Wishful Thinking Dominates Brexit Debate As The UK Heads Towards No Deal
Sunday, June 2, 2019 11:38 AM EDT
"Everybody knew" Donald Trump would never start a trade war with China or Mexico if elected president. Similarly, "everybody knows" the UK will never actually leave the EU on October 31. So soon, we can all say "nobody told me this could happen"
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49 to 64 of 184 Posts
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