by Research | May 4, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) ESG Pledges Mount in Earnings and Sustainability Reports; Unclear How Many Are Viable & Supported By Real Action Plans Corporate quarterly and sustainability reports are full of good intentions and targets, but... 
by C-MACC Research | May 1, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 116 Sales Are Rising in ‘22, But Is It All Price: What About Volume? Despite a wave of generally strong earnings, both macro data and reports from companies closer to the consumer are more worrying and signal trouble ahead The... 
by Research | Apr 28, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Around The World – Sector 1Q22 Reports Reflect Many Benefits That Face Mounting Headwinds Key Points: Chemical sector 1Q22 reports broadly beat expectations but reflect limited growth investment amid considerable global uncertainty. Efforts to... 
by Research | Apr 20, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) The Need to Count Carbon – All Things Renewable Are Not Good The route to renewable fuels and materials is not as simple as using a plant-based input, and carbon sources and sinks matter. The need for audits will... 
by C-MACC Research | Mar 27, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 111 Ending Globalization (& Its Unwinding) Will Be Costly Uncertainty has increased meaningfully for most corporate near and perhaps medium-term strategic plans, with stubbornly high input costs being a critical issue....