by C-MACC Research | May 15, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 118 Global Indicators Lift Concerns, Rocky Times Far From Over Concerning data points, such as higher than expected inflation and concerns with global food supply, continue to mount in 1H22, and quick fixes are unlikely. US... 
by C-MACC Research | May 8, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 117 The Winners & Losers From A Consumer Slowdown Some commodity material markets are better positioned than others to withstand a consumer spending slowdown amid rampant cost inflation. Winning commodities will... 
by C-MACC Research | May 1, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 116 Sales Are Rising in ‘22, But Is It All Price: What About Volume? Despite a wave of generally strong earnings, both macro data and reports from companies closer to the consumer are more worrying and signal trouble ahead The... 
by C-MACC Research | Apr 24, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 115 Dow – The Path To Private – A Viable Option For The Unloved? Chemical sector valuations face downward pressure from macro uncertainty and ESG concerns, frustrating for many feeling undervalued. We discuss options.... 
by C-MACC Research | Apr 17, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 114 Danger Zone: Misplaced Optimism Possible In 2022 Guidance Strong 1Q22 results, which will likely include comments on strong order books, are unlikely to reflect upcoming downstream and end-product demand weakness.... 
by C-MACC Research | Apr 10, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 113 Time to take a Beat: Why a Consumers Slowdown is Needed While many current shortages show little sign of easing – rising expenses for consumers must drive a pullback in discretionary spending – and this could be good A...