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 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 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
- 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 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 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
- 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 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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