by Research | Sep 30, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Can’t You See – Chemicals To Face Harsh 4Q Setting, Agriculture Sector Trends To Remain Constructive Key Points: We follow our September 1 research, Wake Me Up When September Ends (Though It May Get Worse In 4Q22!) – Chemical Profits Face... 
by Research | Sep 29, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Cruisin’ For A Bruisin’ – Auto Market Consumers Get Run Over, Suppliers Should Buckle Their Safety Belts Key Points: Consumer affordability indicators are braking amid rising borrowing costs and low confidence, positioning auto markets to hit a... 
by Research | Sep 27, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Love For Sale – Europe Assets Move To Bargain Bin Amid Currency Depreciation, Weak Fundamentals Key Points: AkzoNobel provides a business update stressing fundamental headwinds in 3Q22 will likely persist in 4Q, and European currencies have... 
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 Research | Sep 21, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Walk Em Down – Chemical Sector Profit Headwinds Continue Rise, Chemours Steps Its Profit View Lower Key Points: Global commodity chemical prices have declined during the past three months, but demand concerns outweigh the benefits of cost...