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Chris Dillow

A loopy world The biggest thing we have to fear from China's crash is the possibility that positive feedback effects can magnify crashes and downturns ...

25 August 2015

Chris Dillow

About Chris Dillow

Incisive economic commentary plus thoughts on investor behaviour

Recent articles

  1. Deflation looms

    Deflation looms

    27 August 2015

    A global economic slowdown could push western economies back into deflation

    The reality is that demand is short around the world

  2. Next week's economics: Aug 31 - Sep 4

    25 August 2015

    Manufacturing output is growing slowly across the western world, next week's figures could show

    Weak global growth and a lack of monetizable opportunities might be holding back capital spending

  3. Next week's economics: 24-28 Aug

    21 August 2015

    UK and US consumers are spending more, but world trade growth is spluttering, next week's figures could show

    The UK economy is dangerously reliant upon the consumer

  4. The great anomaly hunt

    20 August 2015

    Systematic deviations from market efficiency are rare

    Momentum exists not just in UK and US equities but in stock market indices, currencies and commodities. And it also seems to have existed as far back as the 19th century.

  5. Fear and hope in emerging markets

    20 August 2015

    There are reasons to hope that the fall in emerging markets will soon be reversed

    If you are holding emerging markets as well as commodity stocks or commodity ETFs and Japanese stocks, then you are not as diversified as you might think

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