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... 
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... 
by C-MACC Research | Jan 2, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 149 2023 – In The Frying Pan – But Heading Into The Fire, Maybe! 2023 is off to a bad start with low margins (but maybe not low enough) and global operating rates reflecting significant oversupply, which could worsen. North... 
by C-MACC Research | Dec 29, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Hard Rain’s A-Gonna Fall – But, It Is Occurring And Known, 1H23 Sector Profit May Beat Low Estimates Key Points: Global chemical market indicators increasingly signal oversupply, supporting negative sector views that could lessen with any 1H23... 
by C-MACC Research | Dec 29, 2022 | ESG, Recycling, & Climate, Weekly Thematic
C-MACC Weekly “CRETER” (Climate etc.) A Spending Spree in ‘23 – But Profitable? Selectively Maybe More money will pour into energy transition and broader sustainability in 2023 than in 2022, but this does not mean it’s investible – profits could be scant....