Remain Deadly Calm At All Times, Part Two
On 30th January The World Health Organisation declared on a global health emergency. Nobody has died of Corona Virus in the US, but that...
Macro Macchiato
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Will we get a good deal for Christmas?
The US and China announced their Phase One trade deal on Friday, though it has not yet been signed by either side. The deal reduces some...
Too early to talk of decoupling? Macro Macchiato 09/12/19
On Friday China announced that it would waive import tariffs for some soybeans and pork shipments from the US. It was promoted as a...
China's BRI hits a brick wall
I’ve been writing a course on the evolution of the Chinese shipping industry over the last 40 years and its likely trajectory over the...
A Bang And A Whimper (Macro Macchiato)
2019 looks like it may go out with a bang and a whimper. Around the world significant political events are afoot, giving us the bang....
Better days ahead for shipping?
Greetings from Cyprus, where today I am moderating a panel session entitled, Are Brighter Days Ahead for Shipping? As any market analyst...
Is this how sanctions are supposed to work? (Macro Macchiato 30/09/19)
Look Mum, we’re in the papers! It isn’t often that shipping finds its way onto the pages of the mainstream press. Usually it’s because of...
Macro Macchiato 09/09/19: London International Shipping Week
Macro data are looking a bit wobbly this week. What will that do to shipping markets? US jobs data for August were released on Friday. A...
Back to school nerves? - Macro Macchiato 02/09/19
Readers with children will know the feeling. Others will remember the feeling. It’s that mixture of anticipation, pride and excitement...
ASEAN and China grow closer on trade - Macro Macchiato 22/07/19
The American president’s trade war with China is beginning to have clear benefits for America’s competitors in the Far East. China has...