Freight rates are on an absolute tear and the question is now to which extent it will impact the inflation basket of Western countries. The shipping malaise opens the door for a bullish TTF Nat Gas setup!
Shipping Watch: No news is bad news (for inflation)
Headlines in the beginning of 2024 were dominated by shipping and logistic troubles but over the last months that has almost died completely down. With “no news” we continue to see spill-overs to goods inflation in coming months.
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Commodity & Shipping Watch: Time to get back into the shipping bets?
Shipping stocks have not rallied lately despite the optimism in risk markets. Is a peace deal in Gaza a good sign for shipping companies? And how does it impact commodity markets? The latest Shanghai container output data looks bullish! Find the answers here.
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Shipping Watch: Consider buying your Christmas presents now!
Over the last month, we have covered the shipping troubles in the Red Sea along with the potential consequences for markets. As we are of the opinion that this topic is very important we thought that we would post a piece recapping where we are and what to expect going forward.
EM by EM #38: Inflation returning with a vengeance?
As the US CPI is set to maintain its resilience, several sectors are contending with margin pressure due to the slower decline in costs. In the world of emerging markets, the soft landing appears to be losing steam, running on fumes. Meanwhile, finance ministers are once again in the limelight as 2024 unfolds as a pivotal election year globally
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Energy Cable #52: Suez Troubles or a Houthi peace deal with Shipping companies?
Have Shipping companies suddenly made a deal with the Houthis? It sounds unlikely to us, and we will address why in this Suez Special of our Energy Cable publication.
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5 Things We Watch – Freight Rates, Positioning, Liquidity, EUR-flation, Growth
Limited upside in the ISM Manufacturing index as we await a dovish EUR-flation number coming in on Friday. There are plenty of things to look at in the global macro landscape this week.
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The Great Game – Dutch Right Swing
Is Geert Wilders a non-event for markets or a signal that Europe is moving right? What is going on with the attacks on Israeli shipping? We take a closer look on the week in geopolitics
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