THE EPOXY BLOG

EVERCHEM UPDATE: VOL. 07 – Green Lights and Bailouts

EVERCHEM UPDATE: VOL. 07 – Green Lights and Bailouts

GREEN LIGHT: It’s that unwonted time of year again, the slow drag of December selloffs has finalized, and the purchasing department dogs are let loose. BAILOUTS: Once an economic downturn presents itself in grandiose enough manner to be leveraged, victimhood goes in vogue.

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European Inflation

European Inflation

Red-Hot European Inflation Hits A New Record, Rising By Double Digits For The First Time. In the flash inflation release for September, Euro area headline HICP inflation rose 82bp to a record 10.0% (technically 9.96%), well above the median forecast of 9.7% and marks the fifth straight month the result has exceeded consensus.

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EVERCHEM UPDATE: VOL. 02 – Nearshoring

EVERCHEM UPDATE: VOL. 02 – Nearshoring

Multi-national companies have always had the option to move their primary production hubs as markets and costs shift, but what about small and medium enterprises?

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Hurricane Ian Update

Hurricane Ian Update

Hurricane Ian strengthened to a Category 3 storm early Tuesday morning, making it the second major hurricane of the Atlantic hurricane season. Ian hit the western half of Cuba overnight Monday with winds just over 100 mph and extremely heavy rainfall.

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Good News for Spray Foam

Good News for Spray Foam

After last month’s jarring 12.6% tumble, which sent the SAAR to the lowest level since Jan 2016, US new home sales were expected to slide again if at a far more moderate pace

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Housing Drops

Housing Drops

Comments confirmed that the mood is dismal and turning uglier by the day: “Although U.S. housing prices remain substantially above their year-ago levels, July’s report reflects a forceful deceleration,” says Craig J. Lazzara, Managing Director at S&P DJI. 

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Container Rates Update

Container Rates Update

Fall In Container Spot Rates “Much Steeper”, “Less Orderly” Than Expected

Shipping liner executives predicted a continued drop in spot rates during their latest quarterly calls,

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Housing Upside but Concern

Housing Upside but Concern

In a nice surprise to the upside, the Census Bureau housing report indicated that housing starts jumped a larger-than-expected 12.2% to a 1.575-million-unit pace,

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