Sanctions and the Tanker Freight Market
The US Middle East policy of shoot first and explain afterwards continues to bear fruit. The assassination of Iran’s military commander...
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All I want for Christmas is Huawei
I started 2019 with a research note about The Asian Century, concluding that within ten years we would all be in the Belt and Road...
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...
Macro Macchiato 08/04/19: There's No Such Thing As A Good Forecast
In 1999 I completed my MSc in Operational Research, having gone back to college part time because, with a BA and MA in Literature with...
Hostage Taking: The new Medieval Practices of Deglobalization
Deglobalization has taken on a new twist: the taking of economic hostages. In a return to a medieval form of warmaking, rival countries...
Deals Deals Deals
The retreat of globalisation and the rise of smaller club deals President Trump has praised his own efforts in replacing NAFTA with USMCA...
Macro update 06/09/18
Donald Trump hogs all the headlines when it comes to policy. His trade war with China, rapprochement with Russia, his issues with the EU...
Has the time come for oil tanker consolidation?
I have been thinking about two important changes in oil markets that are bound to affect tanker markets. These are in addition to the...
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