Subsea 7 works under the water, at all depths, providing engineering, construction, specialty technologies and maintenance for the offshore energy industry from traditional oil rigs to renewable energy. As owner and operator of one of the most advanced fleets of ships and remote-operated underwater vehicles…
Read More
With 600 stores in the UK, B&M European Value is a leading British retailer of discount goods, including groceries and general merchandise. It’s this company’s unique business model which differentiates B&M and keeps it growing consistently. By focusing on stocking a limited assortment of only…
Read More
Last week the 10-year to 2-year US Treasury yield curve spread narrowed from 133bps to 119bps in just three trading days. That 14bps curve flattening was a 2 standard deviation event going back to1990, so it’s safe to say moves like we saw last week…
Read More
Germany-based Evonik is a world leader in specialty chemicals, describing its contribution as “those small amounts of material that make a big difference.” Big indeed: this year the company began delivering the lipid nanoparticle shell for the Pfizer-BioNTech COVID-19 vaccine, a protective shell that transports…
Read More
One of the largest forest owners in Sweden, Holmen makes wood products for sustainable building, cost-effective paper, and renewable paperboard used for packaging, books and magazines. The firm has a long history in Sweden, originating in 1609 on the island of Kvarnholmen, for which the…
Read More
This week the Federal Reserve made its first hawkish surprise to monetary policy since December 2018. As opposed to December 2018, when the Fed actually raised rates for the final time in the cycle, the Fed this week signaled rate increases potentially starting in 24…
Read More
As countries and companies alike commit to net-zero carbon targets, nuclear energy is emerging as a key tool for achieving worldwide clean energy goals, a trend leading to new confidence in future demand and fueling new government trade policies around the world. While the United…
Read More
For the second month in a row, the US payroll employment report has come in below expectations. The miss this month was not quite as bad as the miss last month, but was still notable. The market was expecting 675K new jobs, but only 559K…
Read More
During the pandemic, Brussels, Belgium-based materials manufacturer Solvay provided hydrogen peroxide, hand sanitizer, face shields and financial assistance to families in distress. Founder Ernest Solvay, who believed mankind’s progress would be driven by science and took a humanitarian view on corporate growth, would have approved….
Read More
The US dollar is on the verge of breaking down to the lowest level since 2014. This is not all that surprising. After all, the US money supply continues to grow at a rapid pace relative to other countries and quantitative easing is likely to…
Read More