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Listen ""Global Economy and Capital Markets; the end of Business as Usual", Paul Hodges, New Normal Consulting"
Episode Synopsis
Paul Hodges, Founder of New Normal Consulting draws on over 30 years of experience in the chemicals, energy and IT industries to outline the most likely scenarios in the wake of the recent US Presidential election, asking to what extent Donald Trump will be able to implement his stated agenda given the secular forces at work in the global economy.
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Hodges sets the scene through his analysis of how demographic trends will impact supply and demand through the major developed economies, along with the major secular changes facing key industries such as chemicals and energy.
Against a backdrop of widespread overcapacity and declining demand, Trump's proposals for tariffs even if only partially implemented, will accelerate the reversion to 'local for local' supply chains with unpredictable consequences for investors, who are already grappling with very high levels of valuations, most notably in the US equity market.
----more----
Hodges sets the scene through his analysis of how demographic trends will impact supply and demand through the major developed economies, along with the major secular changes facing key industries such as chemicals and energy.
Against a backdrop of widespread overcapacity and declining demand, Trump's proposals for tariffs even if only partially implemented, will accelerate the reversion to 'local for local' supply chains with unpredictable consequences for investors, who are already grappling with very high levels of valuations, most notably in the US equity market.
More episodes of the podcast The IRF Podcast
“Risks & Mispriced Opportunities in the Global Financial Markets”, Helen Thomas, Blonde Money
16/10/2025
“Is US Economic Policy on a Sustainable Track?”, Dimitris Valatsas, Auroa Macro Strategies
17/09/2025
“Is the Outlook for Global Financial Markets ‘Tariffying’ or ‘Tariffic’?”, Ron William, RW Advisory
14/08/2025
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