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Latest Wire
Insights
· We audited a year of our published expectations against what actually happened. Here is what the misses had in common.
Insights
· Currency, energy mix and export exposure change how the same global trend lands on local balance sheets.
Insights
· Order backlog, deferred revenue, headcount and capital expenditure tell you more about the next reporting period than the last one did.
Industry
· Renewal rates are still rising fastest for businesses in high-exposure locations, and the gap between quoted and settled premiums has widened.
Industry
· Order intake slowed across the segment, and two manufacturers trimmed production schedules accordingly.
Industry
· Several producers are changing recipes ahead of a regulatory deadline, with reformulation timelines running into next year.
Industry
· Volumes rose while pricing on spot lanes softened, a combination operators attribute to added capacity rather than weaker demand.
Markets
· Inventory and production reports across energy and metals are due within days, and positioning reflects it.