by Research | Sep 11, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 134 The 51st State – May Now Seem More Appealing It seems appropriate to talk about the UK this week as the risk of economic isolation should be the biggest of many worries on Prime Minister Truss’ list.The Commonwealth was... 
by Research | Sep 9, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Too Drunk To Drive – 2H22 Consensus Views Lag Reality, Opportunities To Emerge As They Sober Up Key Points: US (and global) commodity profitability sharply fell on a spot basis in 3Q22, and sector equities reacted. Stale sell-side consensus... 
by Research | Jun 15, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The House Is Rockin’, Fewer Knockin’ – Chemical Sector Concerns Hoppin’ Amid Demand Floppin’ Key Points: Our view of building & construction product markets is generally cautious for 2H22, as recent demand indicators have broadly turned... 
by Research | May 20, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Where The Green Grass Grows – High Commodity Prices Well Known, Product Chain Profits Vary Key Points: We highlight the ties between agriculture and energy markets and broad-based price inflation YTD that holds mixed blessings for derivative... 
by Research | May 18, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy Key Points: Chemical product chain profitability mostly turned negative in 1H22 due to higher costs not being fully factored into lagging...