Weekly Thematic

Separating the Signal from The Noise
March 11, 2020
Companies Mentioned:
Dow, LyondellBasell, Occidental, Oxychem, Eastman, Olin, ASIX, Trinseo, DuPont, IFF, Total
Commodities Mentioned:
Subjects Covered:
Pricing and Equity Volatility, Demand Growth, Production economics

C-MACC Perspectives No 6

Separating the Signal from The Noise

As is typical in periods of cyclical and systemic uncertainty in everyday life as well as in the energy and stock market, and from our where we sit, the chemical and associated sectors we are hearing a lot of Noise and the underlying Signal or Signals, which are more important, are harder to pin down.

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