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 22, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Sprout In The Thicket – Global Ammonia Markets To Stay Strong Relative to Peers, Face A Sunny Outlook Key Points: We think the global ammonia market will stay tighter for longer than most other chemical chains, and we discuss myriad factors... 
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... 
by Research | Sep 13, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Breaking Bad – 2H22 Chemical Sector Profit Views Poised To Tumble, Agriculture Sector Ready To Rumble Key Points: Eastman cuts its 3Q22 EPS target to a level 20% below the consensus view – we flag our research, Too Drunk To Drive – 2H22...