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



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


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


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


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


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


This website uses cookies. We use cookies to improve the user experience, track anonymous site usage and store authorization tokens. By continuing to browse this website you accept the use of cookies. Click here to read more about how we use cookies.