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SubscribePlease join us for a fireside chat on defense spending, US-China trade, stimulus, and demand with APAC geopolitical specialist, Dennis Kwok, TOMORROW, Wednesday, February 19th at 10am EST!
Join us for a chat with Brett Gibbs from Bloomberg Intelligence and Hedgeye Energy Sector Head, Fernando Valle, as we discuss the latest on biofuels, renewable fuel credits (RINs), EPA, the potential impacts on agriculture & related industries today at 2PM ET.
1Q25 Materials Themes | Large Policy Changes -> Mostly Bullish Dispersion
Please join us for a timely overview of our Materials positioning, catalysts, and key indicators in our 1Q 2025 Materials Themes call today @ 12:30PM ET.
Please join us for a timely overview of our Materials positioning, catalysts, and key indicators in our 1Q 2025 Materials Themes call this Tuesday, January 21st @12:30PM ET!
Please join us for an Agricultural inputs Black Book today @ 2PM ET.
Please join us for a second fireside chat on the pace of and outlook for infrastructure spending and more this Friday, December 6th at 12:30PM ET with Yale law professor and former OMB Chief Economist Zachary Liscow.
Please join us this Tuesday, November 26th, at 2pm EST for a Black Book on MLM, heavy construction materials / aggregates, and the outlook for construction & infrastructure spending.
Please join us for a review of likely developments in U.S. - China relations in response to the Trump Administration’s current policy goals this Friday in a call with Dennis Kwok, November 22nd @ 12:30PM EST.