Global Market Analysis
General Thoughts: We discuss why commodity producer efforts to increase prices with operating rate cuts in low-cost markets as a short-term solution, as it emboldens
January 26, 2024
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General Thoughts: We discuss why commodity producer efforts to increase prices with operating rate cuts in low-cost markets as a short-term solution, as it emboldens
US consumer spending fell for the second consecutive month in December, led by a drop in durable goods demand – most chemical chains remain bloated
As worsening business conditions into yearend lower 2023 outlooks, we think money will be made by those making consolidation moves versus those who hide.
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