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Surprise Surprise! This Earnings Season Features Catching Knives

Surprise Surprise! This Earnings Season Features Catching Knives

by C-MACC Research | Jan 29, 2023 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 153 Surprise Surprise! This Earnings Season Features Catching Knives In chemicals and energy, we were dealing with the effect of large numbers and rapidly moving prices and margins in 4Q 2022 – most estimates have been missed....
Good Directions – Chemical Sector Profit Views For 2023 Are Low, Risk-Adjusted Return Profiles In Focus

Good Directions – Chemical Sector Profit Views For 2023 Are Low, Risk-Adjusted Return Profiles In Focus

by C-MACC Research | Jan 25, 2023 | Daily Chemical Reactions

Daily Chemical Reaction Good Directions – Chemical Sector Profit Views For 2023 Are Low, Risk-Adjusted Return Profiles In Focus Key Points: Most chemical sector investors agree that 2023 will be a tough year and 2024 will be better, but long-term risk-adjusted return...
Run Rabbit Run – The Chinese Rabbit is Fast, but The US Has Muscle

Run Rabbit Run – The Chinese Rabbit is Fast, but The US Has Muscle

by C-MACC Research | Jan 22, 2023 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 152 Run Rabbit Run – The Chinese Rabbit is Fast, but The US Has Muscle The world’s optimists expect the Chinese rabbit to run hard, as its consumer spending helps offset western weakness to lead global economic growth in...
The Energizer Bunny or Flopsy – What To Expect From The Chinese New Year – Hopes Are High

The Energizer Bunny or Flopsy – What To Expect From The Chinese New Year – Hopes Are High

by C-MACC Research | Jan 20, 2023 | Daily Chemical Reactions

Daily Chemical Reaction The Energizer Bunny or Flopsy – What To Expect From The Chinese New Year – Hopes Are High Key Points: While all eyes are on China as the growth engine for 2023, its costs are high, and North America has the availability and cost advantage to...
Holding Back The Tide – Production Cuts Will Sink Inventories But May Drown Some Cost Relief Views

Holding Back The Tide – Production Cuts Will Sink Inventories But May Drown Some Cost Relief Views

by C-MACC Research | Jan 19, 2023 | Daily Chemical Reactions

Daily Chemical Reaction Holding Back The Tide – Production Cuts Will Sink Inventories But May Drown Some Cost Relief Views Key Points: Initial chemical sector 4Q reports and outlooks support consensus views of commodity weakness and non-integrated derivative producer...
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  • Global Chemical Update – Smoke Gets In Your Eyes January 30, 2023
  • Surprise Surprise! This Earnings Season Features Catching Knives January 29, 2023
  • Special Affair – Weak Chemical Sector Conditions Persisted Into 1Q; Falling Feedstock Costs Help Some January 27, 2023
  • Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins January 26, 2023
  • Power Base: We Are Sailing Too Close to The Wind (and Sun) January 25, 2023

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