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Europe and China: Already In Recession | Paul Hodges
Forward Guidance
What Are You Seeing in the Chemicals Market?
The market is now pricing in something like a three % terminal interest rate. We're starting tmalie, starting to normalize. Chemicals are a litmis test for the global economy. If chemical companies are able to pass on high gas and high oil prices on to the consumer of chemicals, that indicates a robust economy. However, if they can't, which is what you were seeing a month agowhen glass spoke paul, that is could be a harbinger of recession. Some areas have really lost the plot, anda going going down, and some areas are still hanging in there. But generally speaking, if you look at what's going on, and you look at
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