A Rum Bunch (Macro Macchiato 04/11/19)
They are a rum bunch, the English. Take this week’s festivities for instance. The English will set off fireworks to commemorate the...
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Mark Williams
- Oct 29, 2019
- 4 min
A Flash in the Pan? (Macro Macchiato 29/10/19)
Earlier this month I gave a presentation to an invited audience of oil tanker owners. This in itself is not unusual. What was unusual on...
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Mark Williams
- Oct 21, 2019
- 4 min
Guardians of the Seas? (Macro Macchiato 21/10/19)
It was clear from the great majority of delegates to Cyprus Maritime 2019 that the shipping industry is serious about cleaning up its act....
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Mark Williams
- Oct 14, 2019
- 5 min
Tanker Markets Go Bananas: Can It Last? (Macro Macchiato)
Last week, before I went to Cyprus Maritime 2019, I opined in Macro Macchiato that, “with so much macro-economic confusion, predicting...
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Mark Williams
- Oct 7, 2019
- 3 min
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...
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Mark Williams
- Sep 30, 2019
- 3 min
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...
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Mark Williams
- Sep 23, 2019
- 4 min
Is the Climate Change Climate Changing? (Macro Macchiato 23/09/19)
On Sunday, to mark the UN Climate Summit in New York, the World Meteorological Organisation published new data showing 2014-19 to be the...
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Mark Williams
- Sep 16, 2019
- 4 min
Between Abqaiq and a Hard Place (Macro Macchiato 16/09/19)
However many billions the Saudis have spent on defence, it wasn’t enough to prevent the weekend attacks on Abqaiq. Half of Saudi oil...
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Mark Williams
- Sep 9, 2019
- 4 min
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...
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Mark Williams
- Sep 2, 2019
- 3 min
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...
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Mark Williams
- Jul 29, 2019
- 4 min
Summer holiday reading for our 'fermeture annuelle'
The IMF released its update to the April World Economic Outlook last week. Here are some edited highlights: Global growth is forecast at...
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Mark Williams
- Jul 22, 2019
- 3 min
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...
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Mark Williams
- Jul 15, 2019
- 3 min
Summertime Blues or Take the Red Pill? (Macro Macchiato 15/07/19)
Wall Street enters its thundery summer earnings season this week in a stormy emotional state. More S&P 500 companies have issued negative...
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Mark Williams
- Jul 8, 2019
- 3 min
Capesize Joy: As Usual, It's Because of China
It has been a funny old year in the bulk carrier market. The first quarter was dismal. The Baltic Dry Index ended Q1 at around 700 points....
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Mark Williams
- Jun 17, 2019
- 3 min
Five kinds of risk: plus ça change, plus c’est la même chose
It’s Marine Money week in New York City. In a year in which capital raising has fallen in most industries, largely because of...
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Mark Williams
- Jun 10, 2019
- 4 min
What effect are the US-China trade wars having? (Macro Macchiato 10/06/19
We’re told by Those Who Know that the US-China trade wars are cutting global trade and economic growth. We should be Very Afraid. GDP...
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Mark Williams
- Jun 3, 2019
- 5 min
If you’re going to occupy the moral high ground, you’d better make sure your boots are clean. (Macro
If you’re going to occupy the moral high ground, you’d better make sure your boots are clean. My Sunday evening reading included this...
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Mark Williams
- May 27, 2019
- 3 min
Steel Markets and the Global Economy
British Steel is in the hands of receivers (again). This once mighty producer can still be viewed as a canary in the coal mine,...
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Mark Williams
- May 20, 2019
- 3 min
Indian Elections Cannot Disguise Economic Worries
India’s general election has taken place in seven phases over the last several weeks, making it the biggest exercise in democracy in...
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Mark Williams
- May 13, 2019
- 3 min
Sustainable Shipping, and Supposing in the Straits
I’ve attended several conferences so far this year that address issues around ‘sustainable’ shipping. Before I go any further, it might...
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