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
- 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 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 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
- 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
- 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
- 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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