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European Chemicals: Just How Cyclical?

Date: October 10, 2023
Presenters: Laurent Vergnault, Senior European Chemicals and Paper and Packaging Analyst, and Felicity Juckes, European Chemicals and Paper and Packaging Analyst

Summary

Laurent Vergnault and Felicity Juckes, European Chemicals Analysts, provide a deep dive on the cyclicality of the Chemicals sector, examining markets that are relevant to issuers of euro-denominated bonds across the IG and HY spaces and analyzing their margins through the cycle and value chains.

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