Money bag with up and down arrows. A sharp change in prices. Destabilization of stock markets. Speculation, speculators. Monopolization of the market and interruptions in the supply of goods, services
© Andrii Yalanskyi

As airlines continue to pare Chinese services, with much belly capacity now not returning until the summer season begins in April, freight data on the routes is becoming harder to interpret – but a freight “bottleneck” is expected soon.

“Index transactional data is very thin, increasing ...

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  • Jonathan Holmes

    February 12, 2020 at 2:41 am

    Yes, in the near term there may be an origin China capacity shortage. However, manufacturers/shippers will not allow themselves to be exposed like this again. The momentum of deleveraging from China will in all likelihood, increase.