Paul Hodges
@paulhodges1.bsky.social
Insights from the chemical industry as the best leading indicator for the global economy. Special focus on geopolitics, energy markets and demographics. New Normal Consulting, The pH Report
Our analysis helps you prepare for future opportunities and risks. We don't just report on what has already happened. Please join us on Thursday to celebrate our 10th birthday! events.teams.microsoft.com/event/e93c34...
November 20, 2024 at 7:44 PM
Our analysis helps you prepare for future opportunities and risks. We don't just report on what has already happened. Please join us on Thursday to celebrate our 10th birthday! events.teams.microsoft.com/event/e93c34...
In China "financially strained local governments have been struggling to pay civil servants as well as state-owned and private contractors. “There is a severe shortage of cash among local governments. Something has to be done to avoid a full-blown crisis.” www.wsj.com/world/china/...
November 20, 2024 at 7:44 PM
In China "financially strained local governments have been struggling to pay civil servants as well as state-owned and private contractors. “There is a severe shortage of cash among local governments. Something has to be done to avoid a full-blown crisis.” www.wsj.com/world/china/...
"The Japanese yen 'carry trade' and the boom in AI stocks are one and the same thing; investors have been selling yen to raise money to buy Nvidia." @bcaresearch h/t
@johnauthers
@johnauthers
November 20, 2024 at 7:44 PM
"The Japanese yen 'carry trade' and the boom in AI stocks are one and the same thing; investors have been selling yen to raise money to buy Nvidia." @bcaresearch h/t
@johnauthers
@johnauthers