by C-MACC Research | Oct 16, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 139 Five Highlights: China Rising, Ethylene Margins, Real Chemical Prices, OPEC, and How Not To Manage Inflation High inflation in the US relative to China and the strength of the dollar are improving China’s competitive edge... 
by C-MACC Research | Oct 9, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 138 Are We There Yet? Commodity Chemical Stocks Look Cheap, But… There are few proxies for what the next year might hold for commodity chemicals, with the early 1990s downturn likely most apt but no surviving equities.Old Dow... 
by C-MACC Research | Oct 2, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 137 Lack Of Political Experience Raises Global Growth & Investment Risk This is likely the wrong time for politicians to experiment with political theory, but inexperienced ones might try. The world is in bad shape, and it... 
by Research | Sep 25, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 136 Shirking Responsibility Is Not A Strategy, And Will Solve Nothing We are critical of the Bloomberg “no chemical investment” initiative as, unusually for Bloomberg, it shirks environmental responsibility in our... 
by C-MACC Research | Sep 18, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 135 Living The Dream! Being A Sell-Side Analyst Used To Be Hard Work! We finish our week of criticism of the sell-side with a knock-out blow to the head and question what investors are paying for and why – it’s certainly... 
by Research | Sep 11, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 134 The 51st State – May Now Seem More Appealing It seems appropriate to talk about the UK this week as the risk of economic isolation should be the biggest of many worries on Prime Minister Truss’ list.The Commonwealth was...