Slowing Pricing in Chemicals & Transportation

AKAnomics Nowcasting is suggesting that pricing-related change in revenue growth slowed substantially for Chemicals and Transportation sectors in 24Q4, and many names in the Chemicals sector are expected to show revenues well short of consensus.  On the contrary, pricing growth has improved for Metals & Mining, and Paper & Packaging sectors, though few names within these sectors are showing upside to consensus revenues (see our blog on 24Q2 sector revenue surprise).