Definitely Sell In May This Year (Macro Macchiato 06/05/19)
Here’s the TrumpTweet in full: For 10 months, China has been paying Tariffs to the USA of 25% on 50 Billion Dollars of High Tech, and 10%...
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Mark Williams
- Apr 29, 2019
- 4 min
Macro Macchiato 29/04/19: Forget the Ides of March, What about the First of May?
I received several calls on Friday and over the weekend asking for my view on the US announcement that it intends to stand by its...
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Mark Williams
- Apr 15, 2019
- 4 min
Macro Macchiato 15/04/19: Where is Shipping Demand Going to Come From?
Ten most populous countries in 2018 (Source: World Economic Forum) There are now about 7.5 Billion people alive and almost six in ten of...
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Mark Williams
- Apr 8, 2019
- 4 min
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...
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Mark Williams
- Apr 1, 2019
- 3 min
Macro Macchiato 01/04/19: The Asian Century and Shipping
I’ve been spending some time thinking about the longer term changes to our industry which are based on the rise of the emerging markets...
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Mark Williams
- Dec 14, 2018
- 3 min
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...
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Mark Williams
- Dec 3, 2018
- 3 min
Trade Truce
After considering the news around the G20 Summit in Buenos Aires, I found myself alarmed that just a few of the 20 national leaders at...
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Mark Williams
- Oct 15, 2018
- 3 min
Checks and Balances
If power rejects the limits placed upon it, what next? From 23 to 25 October this year, Riyadh in Saudi Arabia will be the host city for...
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Mark Williams
- Oct 11, 2018
- 4 min
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...
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Mark Williams
- Sep 6, 2018
- 1 min
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...
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