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 18, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Help Me Make It Through The Night – Global Cost Curve Steepening Will Combat Oversupply Setting, For Some Key Points: We are more concerned about chemical demand than supply in 2023. A steepening of global production cost curves may help offset... 
by Research | Sep 27, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Love For Sale – Europe Assets Move To Bargain Bin Amid Currency Depreciation, Weak Fundamentals Key Points: AkzoNobel provides a business update stressing fundamental headwinds in 3Q22 will likely persist in 4Q, and European currencies have... 
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 21, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Walk Em Down – Chemical Sector Profit Headwinds Continue Rise, Chemours Steps Its Profit View Lower Key Points: Global commodity chemical prices have declined during the past three months, but demand concerns outweigh the benefits of cost...