Will rising interest rates slow investment in newbuildings?
The US Federal Reserve increased interest rates by 0.75% last week, as has the European Central Bank, while the Bank of England followed...
Macro Macchiato
your coffee-break companion
Our Recent Posts
Archive
Tags
Cement Shipping Trends Tell a Macro Story
The slow implosion of the Chinese property market is impacting global cement shipping markets, but not so much as you might think. In...
Decoupling, Deglobalisation and Democracy
Excluded China Rages On Tuesday 27 July, the Indo Pacific Economic Framework for Prosperity (IPEF) met via a video conference co-hosted...
IPEF Makes Excluded China Angry
On Tuesday 27 July, the Indo Pacific Economic Framework for Prosperity (IPEF) meets via video conference, co-hosted by US Trade...
Bulk Carriers: Recession Resistant
Macro-economic signals may be downbeat but bulker fundamentals remain encouraging Here's the Executive Summary to our latest Bulk Carrier...
Decarbonising C5
A Capesize Green Corridor between Australia and China is Feasible, with Carbon Tax Breaks C5 is the Baltic Exchange’s code for the voyage...
Bedtime / Poolside Reading for Posidonia Week
Whether you are in Athens or not, here's some Need to Know reading. There are two common assumptions in shipping. One is that shipping is...
Five Tiers of Transition for Shipping
Davos is here again. The barons of globalisation are sequestered in the luxury resort but the mood sounds distinctly anxious. José Manuel...
Russia Adds to Xi's Headaches: Shipping Should Take Note
Pesident Xi does not want Russia's actions to restrict China's ability to act, nor President Putin's destiny to shape his own. Trying to...
Decoupling: A Massive Strategic Headache
Decoupling joins Decarbonisation and Digitalisation on the Strategy Agenda Russia’s unwinnable war in Ukraine grinds on, giving us...