'Brainless' pairs trade: long DSV, short Mærsk?
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In private conversations about job market pay in logistics, and what to expect for 2021, a pattern of substantial income inequality has emerged, recently substantiated by ad-hoc announcements, often under the radar and not widely advertised by some of the major supply chain actors.
And while workforce rationalisation is still quietly happening in places – don’t mention DSV Panalpina (DSV PAN) anymore, “we are likely done for some time, say to the end of Q2 ’21,” insiders suggest – executives are ...
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'Tariff madness' will prompt renegotiation of ocean shipping contracts
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Response to tariffs by Chinese importers may see extra costs for US shippers
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