Commentary

Cracking and Pivoting

The President today asked Congress for a gasoline tax holiday to alleviate the cost of gasoline and diesel in the country.

Commentary

Zero Harm Farming and Mining

Headquartered in Melbourne, Australia, Incitec Pivot is a global leader in the materials sector with an unrelenting focus on Zero Harm, the expectation that its operations should never expose staff to harm or cause environmental incidents.

Commentary

Divergences in the Energy Patch

Crude oil and energy equities have been on a tear for the last two years.

Commentary

Tour of the Global Equity Markets

We have a very precise methodology for dissecting the world’s equity markets.

Commentary

Spotlight Linde: Enabling the Transition to Clean Energy

Linde is the largest industrial gas company worldwide and an innovator in the highly engineered technologies used to deliver gas to customers.

Commentary

An Inflection Point in the Labor Market?

As everyone knows, the labor market has been quite strong, with expectations for the unemployment rate to fall further next week.

Commentary

Inflation, Growth, China and Financial Markets

All year inflation has been the narrative driving markets.

Commentary

Spotlight Dover Corporation: Engineering Digital Industrial Production

Dover Corporation is a diversified holding company serving more than 200 product categories in the industrial, energy and manufacturing industries.

Commentary

Crash Watch

The template of 1929 and 1987 is coming into focus in recent trading days.

Commentary

The Chinese Devaluation Continues

Just today, as US inflation came in a touch hotter than expected, the Chinese Yuan is pulling lower, testing the lows of May 9, 2022.

Commentary

Spotlight Tractor Supply: A Passion for Rural Life “Out Here”

Tractor Supply Company is the largest rural lifestyle retailer in the US, offering a range of products for home, land, pets, and animals—everything except tractors.

Commentary

Thoughts on Fed Meeting and Rest of Year

Today the Federal Open Market Committee raised the fed funds rate (upper bound) to 1% from 50bps.

Commentary

Spotlight Sensient Technologies: The Flavor, Texture and Color of Comfort Food

Sensient is a leading global maker of colors, flavors and specialty ingredients for the cosmetic, food, and pharmaceutical industries.

Commentary

Macron Won, So Why Didn’t the Euro?

With France’s polls closing yesterday Emmanuel Macron will now serve a second consecutive term as the president of France, the first to do so since Jacques Chirac in 2002.

Commentary

The Chinese Yuan is Now in Play…And This Could Mitigate Any Global Slowdown

The clear and present danger to the global economy is inflation because global central banks are starting to take aggressive actions to deal with what they now believe to be non-transitory inflation.