Freight rates have started to level off, but remember that this is the “soft season” for shipping volumes. From March and onwards, the shipping volumes will accelerate sharply.
Something for your Espresso: Ever Grande, Ever Given, Ever Everything
Tensions are rising between the US and Iran as the Red Sea troubles are widening. Meanwhile, Evergrande is liquidated in China but with limited spill-overs.
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Steno Signals #84 – The Red Sea troubles are spreading FAST!
The issues in the Red Sea are spreading from containers to dry bulk and energy. The impact from the Red Sea will not be seen short-term, but it may prove to be a sneaky and relatively lasting positive impact on inflation.
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When Will the Red Sea Crisis Be Over?
The Red Sea Crisis has enormous effect on global markets and threatens to cause a second inflation wave. But the real question is – when will it end? Here’s our prognosis of possible solutions
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Something for your Espresso: Whispers of a strong job market report
The market seems to be chasing the narrative of higher rates for now and the whisper clearly leans in the direction of a stronger job report. Meanwhile, freight rates continue up.
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Suez Watch: Massively rising Container freight rates, while Dry Bulk, LNG and Crude rates are more muted
Freight rates are on the rise fast! How bad is the situation in the Red Sea? More here.
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Energy Cable #51: Tensions increasing fast in the Red Sea
Tensions are clearly on the rise in the Red Sea with fatal stand-offs over the New Years weekend. The most recent satellite photo evidence suggests that supply chain disruptions are material but manageable. Will the Houthis propel energy- and transportation costs again?
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