News Media
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[GLOBAL & ECONOMY] China’s economic recovery is off to a slow start - FEB 14 2023
Date : 2023-03-24
Migrant workers have mostly returned to work after China’s biggest holiday of the year, and children went back to school this week. But preliminary data indicate overall growth isn’t roaring back on all cylinders yet, despite mainland China ending...
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[GLOBAL & ECONOMY] Like the Weather, the Economy Started 2023 Warmer Than Expected - Feb. 17, 2023
Date : 2023-03-24
Welcome to the “no landing” economy. Just as Americans had gotten used to the idea that perhaps the economy would escape a recession in 2023 and glide to the proverbial “soft landing” of slowing inflation and slow growth, economists are now embrac...
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Date : 2023-03-24
Maritime data analysis company Sea-Intelligence said in its last report that the schedule reliability figures increased during the second quarter of 2022. "The rapid increase in schedule reliability that we have been seeing in the second half of t...
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[LOGISTICS] Shore Thing - 2023 Global Trade Themes
Date : 2023-03-24
Boom time demand and supply chain inflation will both reverse in 2023, dragging on the volume and value of global trade. S&P Global Market Intelligence's global trade forecasts, shown in Figure 1, find that a downturn in the automotive and consumer g...
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[AIR] Air cargo outlook: challenging market ahead - 06 / 02 / 2023
Date : 2023-03-24
It’s been an interesting period for the air cargo industry as volumes have been trending downwards since the first half of last year, while the capacity situation continues to change and rates remain above pre-Covid levels despite recent declines. ...
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[OCEAN] U.S. Container Imports Dip Below Pre-Pandemic Levels in January - February 8, 2023
Date : 2023-03-24
U.S. container imports dipped below pre-pandemic levels in January, but a rebound in Chinese imports and consecutive monthly gains points to a stronger than anticipated economic activity, according to Descartes Systems Group (Nasdaq: DSGX) (TSX:DSG)....
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[OCEAN] Lag effect: Why liner profits stay high much longer than spot rates - February 05, 2023
Date : 2023-03-24
Spot container shipping rates in many trades have already collapsed back to pre-COVID levels. But container liner earnings are still nowhere near where they were pre-pandemic. Ocean carriers are still earning billions more per quarter than they used ...
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[GLOBAL & ECONOMY] Saudi Arabia And Russia Face Off Over Chinese Oil Market Share - Feb 11, 2023
Date : 2023-03-24
China’s oil demand is rising with the reopening from Covid restrictions after nearly three years. The initial demand trend suggests a reopening in fits and starts, but analysts say that it will be China that will account for half of this year’s globa...
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Date : 2023-03-24
Now that traders have an idea who’s likely to take the Bank of Japan hot seat, the focus will sharpen on the biggest worry of global bond investors — a wave of Japanese cash flowing out of international markets toward rising yields at home.
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[GLOBAL & ECONOMY] Quake Latest: Turkey’s Economic Toll Could Reach $84 Billion - 12, FEB 2023
Date : 2023-03-24
Turkey has widened its probe into contractors after the collapse of buildings in two massive earthquakes, as search and rescue efforts near the one-week mark.
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Date : 2023-03-24
China’s potential growth has already dropped to a level that would severely affect its development vision of doubling gross domestic product (GDP) and becoming a moderately prosperous nation by 2035, unless it makes substantial reforms in inefficient...
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[GLOBAL & ECONOMY] Consumer Sentiment Improves Modestly In February-Feb. 10, 2023
Date : 2023-03-24
Consumer sentiment ticked up modestly in February, even as Americans grew a little less optimistic about future conditions, according to the monthly survey from the University of Michigan released on Friday.
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LOGISTICS [Ultra-Competitive Freight Market Emerges for China’s Export] - February 3, 2023
Date : 2023-02-08
A parallel freight market is emerging for exports from China that undercuts the lowest container spot rates. Asia-North Europe ocean carriers are proactively quoting small- and medium-volume shippers ‘special’ FAK rates below $1,000 per 40ft from ...
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OCEAN [Go your own way] - 06/02/2023
Date : 2023-02-08
Maersk tells Drewry that its integrator strategy was incompatible with being part of an alliance. Compromise is an essential ingredient to any healthy relationship. But things change and individuals’ priorities shift over time. At the point when one...
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AIR [Westbound transatlantic air cargo demand up 6% in January] - Feb 3, 2023
Date : 2023-02-08
Despite high inflation and falling US retail sales, westbound air cargo volumes between Europe and North America rose 6% year-on-year in January but overall global air cargo demand continued to fall, down -8%, as an earlier Chinese New Year and econo...
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Date : 2023-02-08
Container freight rates on trades out of India have continued to cool, albeit at a slower pace on shipments to Europe, according to the latest market analysis by Container News.
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Date : 2023-02-08
As China reopens after three long years of Zero-covid policy, early Lunar New Year and COVID infections kept the overall market bearish, but the January month’s global container trading and leasing data from Container xChange, an online container log...
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Date : 2023-02-08
Cracks are appearing in Wall Street’s bullish case for emerging markets as hurdles — from Adani Group’s $108 billion rout to the Federal Reserve’s rate-hiking plans — prompt a more selective approach to investment.
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GLOBAL & ECONOMY [Central Bankers Curb Their Enthusiasm for Rate Hikes] - February 5, 2023
Date : 2023-02-08
Waning global enthusiasm for aggressive interest-rate increases may dominate the dozen or so central-bank decisions due in the coming week.
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Date : 2023-02-08
Inflation in the euro zone dropped for a third consecutive month in January on the back of a significant fall in energy costs.