Activity on the New York market is now focused on fulfilling last-minute orders from retailers. Overall, though it has beenContinue Reading
Bonus from Bonas
While we are in the traditional mid-stream selling season, activity is certainly not what it used to be. Retailers areContinue Reading
Hong Kong August retail sales growth dropped to -23.0% y/y (nominal terms) from July’s -11.5% y/y, substantially below expectations forContinue Reading
There was some hope that the mid-stream would have seen some green shoots at the end of the Western hemisphere’sContinue Reading
The mood in mid-stream has continued to deteriorate over the last couple of weeks despite a significant tightening of roughContinue Reading
Preface: “This is about as negative a comment that I’ve seen from Bonas over the years. The reason I’m sharingContinue Reading
General Thoughts The most positive aspect of the first quarter of this year has been how steady consumer demand hasContinue Reading
Rough Manufacturing The midstream has not taken any solace from February. The much-needed margins are still way beyond reach. ManyContinue Reading
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