Materials

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Chemicals 

Screen Shot 2018-11-24 at 5.59.08 PMSQM Weak 3Q18 results- lithium ramp-up delay to also impact Q4 results

 

 


Non-Ferrous Metals, Mining & Minerals

Screen Shot 2018-11-24 at 6.00.36 PMEuropean Metals & Mining Quant signals (still) lining up for miners

 



Packaging

Screen Shot 2018-11-24 at 6.02.09 PMPackaging & Paper:Forest Wrap-up Happy Thanksgiving! Eyes on the Pies – Food trends mixed – V26:Wk47

 



Paper/Forest Products

Screen Shot 2018-11-24 at 6.03.28 PMPaper:Forest Products Nov. Price Check- As expected – dom. cbd firm, exports sluggish- Pulp flat-to-higher

 


Steel

Screen Shot 2018-11-24 at 6.04.44 PMGerdau S. A. Takeaways from mgmt mtgs- Pruning assets behind, high-margin focused ahead

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