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2023 – In The Frying Pan – But Heading Into The Fire, Maybe!

2023 – In The Frying Pan – But Heading Into The Fire, Maybe!

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...
Trading Places – Myriad Headwinds Face Chemical Sector Equities In 2023, Relative Trades In Focus

Trading Places – Myriad Headwinds Face Chemical Sector Equities In 2023, Relative Trades In Focus

by Research | Dec 30, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Trading Places – Myriad Headwinds Face Chemical Sector Equities In 2023, Relative Trades In Focus Key Points: Deteriorating consumer health and falling concern with chemical supply will hinder chemical sector equity performance in 1H23 –...
The 51st State – May Now Seem More Appealing

The 51st State – May Now Seem More Appealing

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...
Too Drunk To Drive – 2H22 Consensus Views Lag Reality, Opportunities To Emerge As They Sober Up

Too Drunk To Drive – 2H22 Consensus Views Lag Reality, Opportunities To Emerge As They Sober Up

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...
The House Is Rockin’, Fewer Knockin’ – Chemical Sector Concerns Hoppin’ Amid Demand Floppin’

The House Is Rockin’, Fewer Knockin’ – Chemical Sector Concerns Hoppin’ Amid Demand Floppin’

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...
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