Market Overview - US equity futures are slightly up ahead of the CPI report, with S&P futures rising 0.2% and Nasdaq 100 futures up 0.3%, driven by tech stocks [1] - European stocks are also trending higher, while Chinese stocks have seen their largest advance since March, led by companies benefiting from China's push for homegrown technology [1][13] - Treasury yields remain steady at 4.05%, and the USD has seen a slight increase as the yen weakens [1][15] Corporate News - Citigroup's CEO anticipates a rise in deal-making as US companies gain confidence from clearer policy signals [4] - Brookfield has declared the debate over remote work to be over, indicating a shift in corporate work culture [4] - Tricolor, a used car seller and subprime lender, has filed for liquidation in bankruptcy [4] Stock Movements - Avidity Biosciences shares fell 19% after announcing a $500 million share offering [6] - Ecovyst Inc. shares rose 8% following Technip Energies' acquisition of its advanced materials and catalysts business [6] - Opendoor Technologies shares surged 36% after leadership changes, including the return of co-founders to the board [6] - Oxford Industries shares jumped 18% after reporting second-quarter profits that exceeded expectations [6] - Red Cat Holdings and Revolution Medicines both saw share increases of 9% following positive developments in their respective businesses [6] Economic Indicators - Expectations for the Fed to resume monetary easing have increased, with money markets betting on up to three quarter-point cuts by December [5][10] - A softer-than-expected CPI print could lead to speculation about a larger rate cut, while a stronger reading would support a more gradual approach [7][10] - The core CPI is expected to rise 0.3% for the second consecutive month, according to Bloomberg survey estimates [5][43] Investment Sentiment - The prevailing bullish sentiment in the market carries risks of increased volatility, especially after a strong rally [11][12] - Investors are weighing diverging narratives, with easier financial conditions supporting the rally, yet concerns about tightening trade margins and inflation impacting earnings forecasts [10][12] - US share buybacks are projected to increase by $600 billion over the coming years, indicating strong corporate confidence [10]

Shares in German chemicals maker Covestro rose on Thursday after Reuters reported that ADNOC was preparing to make concessions in response to an EU subsidy investigation of its 14.7 billion euro ($17.... ...

Core Insights - Kuraray Co., Ltd. has established the "Kuraray Asia Pacific Technical Center" in Singapore to enhance technical support for the growing Asian market [1][3] - The Technical Center will focus on PVOH resin, EVAL(TM) EVOH resin, and activated carbon, which are in increasing demand in the region [1][4] - The center aims to foster open innovation and collaboration with customers to generate new value and accelerate market development [2][3] Company Overview - The Kuraray Asia Pacific Technical Center is located at 61 Science Park Road, 03/16-18 The Galen, Singapore [5] - The center was officially established on September 1, 2025, and is directed by Masahiro Kitamura [6][5] - The scope of activities includes creating customer value through technical services and market development initiatives [5]

Core Viewpoint - Celanese Corporation's share price dropped significantly following disappointing financial results and ongoing inventory destocking issues, leading to an investigation into potential misleading disclosures to investors [1][4][5]. Financial Performance - On August 12, 2025, Celanese reported Q2 2025 financial results, resulting in a share price decline of $6.20 (-13%) due to ongoing inventory destocking issues [1]. - The company experienced a 54% decline in net cash provided by operations for the nine months ended September 30, 2024, compared to the same period in 2023, attributing this to inventory increases and timing of collections [3]. - Subsequent quarterly reports in February and May 2025 continued to show disappointing results, with significant automotive destocking impacting performance [4]. Investigation Details - Hagens Berman has initiated an investigation into Celanese's disclosures regarding sales practices, inventory reporting, and growth trajectory, particularly in the Engineered Materials segment [2][5]. - The investigation is focused on whether Celanese misled investors about overloading customers with excess inventory [5]. Market Reaction - Following the Q3 2024 results announcement, Celanese shares fell 26% the next day, and further declines were observed after subsequent disappointing quarterly reports [3][4].

Core Insights - Many U.S. companies operating in China anticipate a decline in sales due to tariffs imposed by both the U.S. and China [1] - Nearly two-thirds of surveyed companies expect reduced revenues for their China operations in 2025 due to the tariffs [2] - U.S.-China tensions are identified as the primary challenge for companies over the next three to five years [5] Impact of Tariffs - Approximately 30% of respondents, particularly in banking and industries not reliant on U.S. imports or exports, do not foresee any impact from the tariffs [2] - The tariffs have significantly affected companies that export to the U.S. or import American components, with manufacturers being the hardest hit [3][4] - Close to 75% of manufacturers indicated that import taxes would negatively impact their revenues in China for 2025 [4] Trade Relations and Future Outlook - Ongoing trade talks between the U.S. and China have created uncertainty for companies planning for the future [3] - The American Chamber of Commerce in Shanghai emphasizes the need for improved bilateral relations as a top priority for businesses [5]

Core Viewpoint - The law firm Robbins Geller Rudman & Dowd LLP has announced a class action lawsuit against Dow Inc. for alleged violations of the Securities Exchange Act of 1934, with a focus on misleading statements regarding the company's financial health and ability to manage macroeconomic challenges during the specified class period from January 30, 2025, to July 23, 2025 [1][4]. Group 1: Allegations and Financial Performance - The lawsuit claims that Dow overstated its ability to handle macroeconomic and tariff-related challenges, as well as its financial flexibility to support dividends, while understating the negative impacts of competitive pressures, declining global sales, and product oversupply [4]. - On June 23, 2025, BMO Capital downgraded Dow's stock from "Market Perform" to "Underperform," reducing the price target from $29.00 to $22.00, which led to a stock price drop of over 3% [5]. - Dow reported a non-GAAP loss per share of $0.42 for Q2 2025, significantly worse than the expected loss of $0.17 to $0.18, with net sales of $10.1 billion, a 7.3% year-over-year decline, missing estimates by $130 million [6]. Group 2: Dividend and Market Conditions - Following disappointing financial results, Dow announced a dividend cut from $0.70 to $0.35 per share, citing the need for financial flexibility in a challenging macroeconomic environment [6]. - The CEO attributed the poor performance to a prolonged earnings downturn in the industry, exacerbated by trade and tariff uncertainties, and noted signs of oversupply from new market entrants [6]. Group 3: Legal Process and Representation - Investors who purchased Dow securities during the class period can seek appointment as lead plaintiff in the lawsuit, which allows them to act on behalf of other class members [7]. - Robbins Geller Rudman & Dowd LLP is recognized as a leading law firm in securities fraud and shareholder litigation, having secured over $2.5 billion for investors in 2024 alone [8].

Core Viewpoint - Rosen Law Firm has announced a class action lawsuit on behalf of purchasers of Tronox Holdings plc common stock during the specified Class Period, indicating potential legal issues surrounding the company's financial disclosures and performance [1][5]. Group 1: Lawsuit Details - The class action lawsuit is filed for purchasers of Tronox common stock between February 12, 2025, and July 30, 2025, inclusive [1]. - The lawsuit claims that Tronox provided misleading statements regarding its ability to forecast demand for its products, leading to a decline in sales and increased costs, which ultimately affected revenue projections [5]. Group 2: Investor Information - Investors who purchased Tronox common stock during the Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - Interested investors can join the class action by visiting the provided link or contacting the law firm directly for more information [3][6]. Group 3: Law Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved significant settlements, including the largest securities class action settlement against a Chinese company at the time [4]. - The firm has consistently ranked highly in securities class action settlements and has recovered hundreds of millions of dollars for investors [4].

Core Viewpoint - Tronox Holdings plc is facing a class action securities lawsuit due to alleged securities fraud that negatively impacted investors between February 12, 2025, and July 30, 2025 [1] Company Performance - The lawsuit claims that Tronox provided overly positive statements while concealing material adverse facts about its commercial division and demand forecasting for its products [2] - Following the announcement of second-quarter financial results on July 30, 2025, Tronox reported a significant decline in TiO2 sales, attributing it to a softer coatings season and increased competition [2] - As a result of the disappointing sales performance, Tronox lowered its full-year revenue guidance and reduced its dividend by 60% [2] Stock Market Reaction - Tronox's stock price experienced a dramatic decline from $5.14 per share on July 30, 2025, to $3.19 per share on July 31, 2025, marking a decrease of approximately 38% in just one day [2] Legal Proceedings - Investors who suffered losses during the specified timeframe have until November 3, 2025, to request to be appointed as lead plaintiff in the lawsuit [3] - Participation in the lawsuit does not require any out-of-pocket costs for class members [3] Firm Background - Levi & Korsinsky, LLP has a strong track record in securities litigation, having secured hundreds of millions of dollars for shareholders over the past 20 years [4] - The firm has been recognized as one of the top securities litigation firms in the United States for seven consecutive years [4]

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Tronox Holdings plc due to significant financial losses and misleading statements made by the company regarding its performance and outlook [4][6]. Group 1: Company Performance - Tronox reported a significant reduction in TiO2 sales for Q2 2025, attributing the decline to a softer coatings season and increased competition [7]. - Following the disappointing sales results, Tronox revised its full-year revenue guidance downward and cut its dividend by 60% [7]. - The company's stock price plummeted from $5.14 per share on July 30, 2025, to $3.19 per share on July 31, 2025, marking a decline of approximately 38% in just one day [8]. Group 2: Legal Actions - Investors who suffered losses exceeding $75,000 in Tronox between February 2, 2025, and July 30, 2025, are encouraged to discuss their legal rights with Faruqi & Faruqi [1]. - A federal securities class action has been filed against Tronox, with a deadline of November 3, 2025, for investors to seek the role of lead plaintiff [4][9]. - The firm is also seeking information from whistleblowers, former employees, and shareholders regarding Tronox's conduct [10].

Core Viewpoint - The article discusses a class action lawsuit against Dow Inc. for alleged violations of the Securities Exchange Act of 1934, with claims of misleading statements regarding the company's financial health and ability to manage macroeconomic challenges [1][3]. Company Allegations - The lawsuit alleges that Dow overstated its ability to handle macroeconomic and tariff-related challenges, and understated the negative impacts of competitive pressures, softening global sales, and product oversupply on its business [3]. - On June 23, 2025, BMO Capital downgraded Dow's stock from "Market Perform" to "Underperform," reducing the price target from $29.00 to $22.00, citing ongoing weakness in key markets and pressure on dividends [4]. - Dow reported a non-GAAP loss per share of $0.42 for Q2 2025, significantly worse than the expected loss of $0.17 to $0.18, with net sales of $10.1 billion, a 7.3% year-over-year decline, missing estimates by $130 million [5]. Financial Impact - Following the downgrade by BMO Capital, Dow's stock price fell by over 3% [4]. - After the Q2 2025 earnings report, Dow's stock price dropped by more than 17%, and the company announced a dividend cut from $0.70 to $0.35 per share to maintain financial flexibility in a challenging environment [5].