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...
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Mark Williams
- Dec 16, 2019
- 3 min
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...
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Mark Williams
- Dec 9, 2019
- 3 min
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...
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Mark Williams
- Dec 2, 2019
- 4 min
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...
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Mark Williams
- Nov 11, 2019
- 4 min
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....
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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 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 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 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 6, 2019
- 3 min
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 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
- Feb 28, 2019
- 3 min
Macro Macchiato 25/02/19: Memorandum of Misunderstanding
The soap opera that is China-US trade negotiations presented an enjoyable sub-plot over the weekend as US Trade Representative Robert...
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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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