Real Vision: Finance & Investing
Is the Fed Back in Play? With Paul Hodges
Sep 6, 2023
Paul Hodges, Chairman of New Normal Consulting and author of The pH Report, discusses the current inflation outlook and how the geopolitical landscape is driving energy and food prices. He also shares his outlook on China and emerging markets.
34:02
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Quick takeaways
- The chemical industry's significant downturn and low operating rates indicate a potential global recession.
- Short-term supply chain disruptions and geopolitical changes are driving up food and energy prices, signaling potential inflationary pressures.
Deep dives
The Chemical Industry as an Economic Indicator
The chemical industry, being at the start of the value chain as the third largest industry in the world, serves as a leading economic indicator. Currently, the chemical industry is experiencing significant downturn with operating rates at around two-thirds globally, indicating a potential recession.
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