Deep Dives

Global Aerospace & Defense

  • BBD.B-CA: 2025 Re-set
  • Global A&D: Matrix - Down but could have been worse
  • Global Aerospace: Airline Scorecard - Cracking start to 2023
  • Global Aerospace: The Word on the Fleet - Retirements tick up

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Chemicals

  • APD: Walking from Indonesia?
  • OLN: Right-Sizing Epoxy Footprint
  • Chemicals: A Recession Refresher
  • LYB: Welcome to LYB 3.0; Maintain Hold After Interesting CMD

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Metals & Mining

  • Metals & Mining: Charts of the Day - If the Fed Cycle Peaked Yesterday...
  • Metals & Mining: M&M Insights - Gold Shining as Market Digests Policy
  • Metals & Mining: Chart of the Day - Gold Bid as Risk Returns and Central Banks Accelerate Purchases
  • AA: Grinding as Macro Sentiment Waxes and Wanes

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Engineering & Infrastructure

  • Engineering & Infrastructure: PFAS Potential, IIJA Flowing
  • Engineering & Infrastructure: E&I Insights - Favorable Fundamentals
  • PWR: Services In Demand, Raising PT - Reaffirm Buy
  • J: Defends Kennedy Space

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Electrical Equipment & Multi-Industry

  • VNT: Melting the "ICE" With Portfolio Evolution
  • EE/MI: Reshoring Revisited
  • PH: Read-Through from Enerpac's FQ2
  • EE/MI: Chart of the Day - February ABI Down M/M, New Projects Robust

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Transportation & Logistics

  • Vertical Research Partners Top Picks - 2023 Update
  • Transportation & Logistics: 2023 Outlook: Mind the Dip, Be Nimble
  • VRP Conference: Still Powering Through
  • Transportation & Logistics: 2022 Outlook: Stronger for Longer

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