April 20th is the date to watch. Here's why. L'etat, c'est Trump Here are direct quotations from President Trump's executive order...

Driving America into a New Golden Age! Automotive manufacturing world-wide generated over $3 Tn in sales of cars and their parts in 2024....

Where does a post-Brexit Britain fit into the new multi-polar world and what are the implications for trade? In the years since Russia's...

Kong Hei Fat Choi! Happy Lunar New Year! In the year of the wood snake, according to a Chinese horoscope I consulted, business will do...

This arrived unsolicited in my email inbox on Sunday evening: QUOTE Subject: Stopping the sanctions imposed on vessels listed on the ban...

During this first quarter of the 21st century we have become accustomed to China driving global economic growth. The world’s economists...

This week I visited Athens as the guest of FONASBA, the Federation of National Associations of Ship Brokers & Agents. This year is their...

Shipping demand is governed by global production levels but also by shipping's own productivity. The latter is endangered by the energy...

MACRO Macchiato 2024 07 29 We are, it is generally acknowledged, near the top of the interest rate cycle. Since 2022, the US Federal...

Are disappointing economic news and increasing tension in the South China Sea connected? A wave of unwelcome economic data from China has...

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...

In a world where deglobalization has become the fashionable political sentiment, the idea of isolationism seems increasingly popular. Yet...

China's National People's Congress speech parsed for nuggets of useful information. The Chinese National People’s Congress (NPC) happened...

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...

The Panama Canal Authority has taken steps to increase transits in January to 24 ships a day from 22 currently, having previously...

China is increasingly investing in North Africa. Shipping should take note. The shipping industry is largely dependent on China for the...

A Message for Macro Macchiato Readers from our Partners at JS Global Advisory While much of the shipping industry’s attention this year...

Shipping must shoulder the burden, absorb the costs and carry on calmly Macro Macchiato 12/10/2023 This week, Intertanko has issued...

Two news events of interest on 24 August got global coverage. First was the death of Yevgeny Progozhin, head of the Wagner private...

A number of thought pieces have been published recently considering whether China’s economic malaise is deeper than just a prolonged...