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But don’t sleep on non-U.S. pockets of alpha. Siemens Energy blasting back to all-time highs underscores that bottom-up, Europe-centric stories can thrive when valuations aren’t stretched. German ...
Q1 2025 Earnings Call Transcript April 25, 2025 LyondellBasell Industries N.V. beats earnings expectations. Reported EPS is ...
Despite signs of a thaw earlier this week, Washington and Beijing are locked in a standoff on tariffs, and global supply ...
Trump's wide-ranging tariffs have been dubbed "worse than the worst-case scenario," but the specifics of the plan and what it ...
Supply chain scholars and shipping industry insiders say they're expecting higher prices, barren shelves, and job losses if ...
This allows LyondellBasell to manufacture at a significant cost advantage to marginal-cost producers that rely on higher-cost crude oil-based feedstocks to make the same products. Lyondell’s commodity ...
The impact from tariffs has so far been most immediately felt in financial markets, with stocks erasing nearly a year’s worth ...
Tariffs don’t exist in a vacuum. When the U.S. imposes them, other countries may retaliate, disrupting global supply chains ...
The markets face a baffling prospect: continual disruptions from the White House with potentially severe consequences.
Freya Beamish, chief economist at TS Lombard, says market ructions and an eye to the midterms will spur the Trump ...
KPMG practitioners analyze how the imposition of tariffs may affect multinationals pricing their intercompany transactions ...
Since much of its paper assets have been converted to containerboard production, PCA is mainly a containerboard business and will see a decrease in revenue and profitability when e-commerce demand ...