Mat-Chem Notes for the Week Ended March 27, 2022
KEY HIGHLIGHTS WTR-CMI last week. Driven by bullish lithium outlook and growing concerns over food security, our WTR-CMI index of 30 chemicals and...
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Mat-Chem Notes for the Week Ended February 27, 2022
KEY HIGHLIGHTS WTR-CMI last week. While the Russell 2000 edged up 0.6% last week and the S&P 500 was nearly flat—up 0.1%—our WTR-CMI index of...
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Mat-Chem Notes for the Week Ended February 13, 2022
KEY HIGHLIGHTS WTR-CMI last week. The Russell 2000 led the way last week with a 1.4% appreciation. Our WTR-CMI index of chemicals and materials...
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Mat-Chem Notes For the Week Ended January 30, 2022
WTR-CMI last week. The market recovered somewhat from several days of selling last week, with the S&P 500 eking out a 0.8% gain. However, the...
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Cyclical Value Areas Improving -- Add Exposure To Financials, Materials
Cyclical value areas are starting to play catch-up as interest rates show signs of bottoming. We see many actionable opportunities, particularly...
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