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 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... 
by Research | Sep 20, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Rollin’ and Tumblin’ – Global Polymer Prices Move Lower, US Premiums Shrink, Olin Cuts 3Q Profit View Key Points: Global polymer prices have declined significantly relative to 1H22 highs, and we discuss the collapse in US premium polymer prices... 
by Research | Sep 16, 2022 | Daily Chemical Reactions
Daily Chemical Reaction I Want To Hold Your Hand – Corporate Guidance Cuts Drive Street Estimates Lower, More Reductions Ahead Key Points: Sell-side equity research has become less about quality research than providing corporate concierge services – more estimate cuts...