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.
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
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.
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.
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