Mat-Chem Notes for the Week Ended April 10, 2022
KEY HIGHLIGHTS WTR-CMI last week. In a down week for the market, the Russell 2000 posted a (4.6%) return and our WTR-CMI index of 30 chemical and...
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Mat-Chem Notes for the Week Ended March 20, 2022
KEY HIGHLIGHTS WTR-CMI last week. In what was a recovery week for most of the market, both the Russell 2000 and the S&P 500 appreciated 5.4%...
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U.S. Equity Strategy: Round Trip Back To Resistance
Our base case continues to be for near-term consolidation while the market determines the implications of states’ reopening (i.e., the...
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Make a Splash With Ecolab as Fresh Water Costs Double by 2030
The wide-moat company is well positioned to benefit from rising demand for water management systems.Fresh water consumption continues to exceed...
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As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
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