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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...
Mark Williams
Dec 16, 20193 min read
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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...
Mark Williams
Dec 9, 20193 min read
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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...
Mark Williams
Sep 30, 20193 min read
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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...
Mark Williams
Sep 16, 20194 min read
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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...
Mark Williams
Sep 9, 20194 min read
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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...
Mark Williams
Sep 2, 20193 min read
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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...
Mark Williams
Jul 15, 20193 min read
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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,...
Mark Williams
May 27, 20193 min read
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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...
Mark Williams
Apr 29, 20194 min read
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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...

Mark Williams
Sep 6, 20181 min read
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