Shipping's Productivity Puzzle
Shipping demand is governed by global production levels but also by shipping's own productivity. The latter is endangered by the energy...
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Mark Williams
- Jul 29
- 7 min
If the Fed Cuts Rates, Go Long BDI
MACRO Macchiato 2024 07 29 We are, it is generally acknowledged, near the top of the interest rate cycle. Since 2022, the US Federal...
208 views0 comments
Mark Williams
- Jul 15
- 8 min
Xi May Be the Reason...
Are disappointing economic news and increasing tension in the South China Sea connected? A wave of unwelcome economic data from China has...
221 views0 comments
Mark Williams
- Jul 12
- 2 min
Isolationism Update...
In the 23 hours since I published my last Macro Macchiato post in which I argued that China, India and Saudi Arabia's actions show that...
161 views0 comments
Mark Williams
- Jul 11
- 4 min
The Interconnected Global Community: Defying Isolationist Notions
In a world where deglobalization has become the fashionable political sentiment, the idea of isolationism seems increasingly popular. Yet...
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Mark Williams
- Mar 8
- 5 min
Li Qiang Indicates China's Priorities
China's National People's Congress speech parsed for nuggets of useful information. The Chinese National People’s Congress (NPC) happened...
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Mark Williams
- Feb 23
- 7 min
Would you buy a Capesize bulker today?
There has been a Capesize S&P “frenzy” so far in 2024, as one shipping paper put it as it reported the sale of the 181,400 Dwt, 2014...
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Mark Williams
- Dec 20, 2023
- 5 min
Route Canal Therapy
The Panama Canal Authority has taken steps to increase transits in January to 24 ships a day from 22 currently, having previously...
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Mark Williams
- Nov 28, 2023
- 5 min
The Future of Logistics?
China is increasingly investing in North Africa. Shipping should take note. The shipping industry is largely dependent on China for the...
278 views0 comments
Mark Williams
- Nov 12, 2023
- 2 min
Global Biodiversity Standard
A Message for Macro Macchiato Readers from our Partners at JS Global Advisory While much of the shipping industry’s attention this year...
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Mark Williams
- Oct 12, 2023
- 6 min
Disorder and Conflict Include Us All in the 21st Century
Shipping must shoulder the burden, absorb the costs and carry on calmly Macro Macchiato 12/10/2023 This week, Intertanko has issued...
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Mark Williams
- Sep 5, 2023
- 5 min
Bigger BRICS and Shipping
Two news events of interest on 24 August got global coverage. First was the death of Yevgeny Progozhin, head of the Wagner private...
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Mark Williams
- Aug 7, 2023
- 4 min
Does Demographics Indicate How China and Japan Differ?
A number of thought pieces have been published recently considering whether China’s economic malaise is deeper than just a prolonged...
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Mark Williams
- Jul 3, 2023
- 5 min
Do Independence Day Air Passenger Numbers Suggest Aviation is Back?
and will that help the asthmatic oil tanker market? The US Transportation Security Administration (TSA) says that it expects record...
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Mark Williams
- Jun 19, 2023
- 4 min
The Attributes of a Succesful Shipping Analyst
Following up on last week's post on what makes a good broker I received lots of positive feedback about last week’s Macro Macchiato on...
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Mark Williams
- Jun 12, 2023
- 4 min
The Attributes of a Good Sale and Purchase Broker
I was asked over the weekend what I thought were the main attributes of a good Sale and Purchase shipbroker. Now, I have not worked as a...
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Mark Williams
- May 31, 2023
- 4 min
Papering over the Cracks
As the global economy exits the three year pandemics, structural issues are becoming visible again. President Biden and Speaker McCarthy...
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Mark Williams
- May 15, 2023
- 4 min
The On/Off US Recession
Is the US going into recession? The chances were about 75% at the end of last year that growth would fall below zero for two consecutive...
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Mark Williams
- Mar 29, 2023
- 6 min
The Best Tanker Market This Century
The Stars Are Aligning for a Supercycle. Shell published its Energy Security Scenarios report last week, which looks at the balance...
454 views0 comments
Mark Williams
- Mar 22, 2023
- 5 min
What Xi's Visit to Russia Means for Shipping
Life is going to get harder before it gets easier. In the last week, US presidential aspirants Donald Trump and Ron de Santis both...
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