Market intelligence that keeps its reasoning
Know what changed.
See what it changes.
MarketKeel is a market-intelligence and consulting-led decision system for strategy, commercial, M&A, and advisory teams. It keeps the evidence and analysis behind each market view, then turns that record into a concise decision brief.
Dated evidenceVersioned analysisExplicit unknowns
The current callResin costs moved faster than packaging prices.
Resin producer prices rose 10.7% year over year while plastic-packaging prices rose 7.5%. The 3.1-point gap points to input-cost pressure if it persists.
Why it mattersDownstream pricing trailed the input index; company-level margin exposure is not established.
Revisit the view whenThe gap changes for two or more months, feedstocks move sharply, or a major capacity event occurs.
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ObservedComparable public evidenceBLS resin and packaging producer-price indexes · July 2026
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CalculatedA 3.1-point transmission gapPackaging year-over-year change minus resin year-over-year change · formula v1.0.0
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InterpretationDirectional input-cost pressureA market-level signal—not a company margin, contract price, or trade recommendation
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UnknownThe evidence needed before actionContract prices, operating rates, freight, inventories, demand, and company disclosures
01Capture the evidence
Keep the source, period, definition, quality state, and rights boundary with each observation.
02Test the analysis
Separate reported facts, deterministic calculations, interpretation, assumptions, and unknowns.
03Make the call
Turn the supported view into implications, scenarios, triggers, and the next diligence action.
04Preserve the view
Save the dashboard and brief version so the next review begins with context instead of a blank page.
One evidence base, different decisions
Built for teams that have to explain the call.
01Commercial and operations
Protect the operating plan
Connect pricing, demand, supply, trade, and operating signals to the thresholds that change a forecast, inventory position, or customer plan.
What moved enough to change the plan—and who owns the next check?02Strategy and M&A
Pressure-test the thesis
Structure market attractiveness, target fit, value pools, concentration, scenarios, and the diligence gaps that still matter.
Which assumption needs evidence before we advance, reprice, or pause?03Research and advisory
Keep the reasoning inspectable
Give executives, advisers, and investment-research teams the same evidence with role-specific implications and explicit limits.
What supports the view, and what would disconfirm it?Investment-research views support diligence and thesis review. MarketKeel does not recommend buying or selling a security and does not provide investment, legal, tax, or accounting advice.