Macro Macchiato

your coffee-break companion

Our Recent Posts

Papering over the Cracks

The On/Off US Recession

The Best Tanker Market This Century

Tags

Have you flown much this year? I haven’t.

For most of the past 25 years I have travelled most months, often two or three times a month and sometimes ten or 15 times a month when...

Bulk Carrier Seasonality and Longer Term Trends

(Source: Shipping Strategy Ltd based on Balitic Exchange Data) I’ve been wondering why the bulk carrier freight market has been...

RCEP Will Benefit Shipping

Veteran readers of my macro commentaries, from Points of View at HSBC, to Hot Topics at Braemar, Macro Topics at Affinity and Macro...

An atomised future awaits

A tumultuous week in the Anglo Saxon economies distracts from longer-term challenges A tumultuous week is beginning in the Anglo-Saxon...