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Join date: Sep 6, 2018
Posts (120)
Nov 5, 2025 ∙ 6 min
Shipping and the Policy Minefield
The regular macroeconomic data tell a tale of more of the same. US data shows upgraded Q2 GDP growth of 3.0% annualised, inflation of 2.7% unemployment of 4.2% and a cut in the Fed Funds 25 basis points to a range of 4.00% to 4.25%, since cut by a further 0.25%. Chinese GDP growth in Q2 was 5.2%; August inflation was -0.4%, August unemployment was 5.3% and the 1 year policy rate in September was 3.0%. In Japan, GDP growth for Q2 has been revised up to 2.2%; inflation was a 2.7% in August,...
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Oct 9, 2025 ∙ 4 min
Gold, Bitcoin...and Oil Tankers?
De-dollarisation and inflation hedging strategies can include ships Russia relies on Indian and Chinese buyers of its oil to fund its war...
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Sep 29, 2025 ∙ 9 min
The Six Dimensions of Shipping's Destiny
If you have heard me speak to an audience in the last five years, you may have heard me talk about the 6 D's of shipping’s future in the...
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Mark Williams
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