Bullish Walmart shrugs off tariff risk – thank the right 'business model design'
Investor day: key takeaways on inventory, trade wars, AI, automation…
Mourning a bank that has been in business since 1856 and now is no more, it’s hard to engage in any other activities today.
Hope you don’t mind a word (or two) of farewell.
Game over
I was ’haunted by memories’ almost exactly two years ago – the Archegos scandal covered then was particularly harmful for the now UBS-owned Credit Suisse, which imploded last week. Not totally unexpected if you read the last four lines of our ’Spotlight on San Francisco’ on 13 ...
European port congestion now at five-to-six days, and getting worse
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'Cargo collision' expected as transpacific capacity tightens and rates rise
Houthis declare blockade of port of Haifa – 'vessels calling will be targets'
Another CMA CGM vessel heading for Suez Canal – 'to mitigate schedule delay'
Ocean rates rise after tariff pause acts as 'starting gun' for more front-loading
News in Brief Podcast | Week 20 | 90-day countdown, India and Pakistan
Navigating supply chain trends in 2025: efficiency, visibility, and adaptability
Demand for transpac airfreight capacity returning – but 'it's not ecommerce-driven'
CMA CGM will carry on investing after 'solid' Q1, despite unclear outlook
Air cargo forwarders stick to spot rates – a long-term contract would be 'foolish'
Yang Ming chief announces rethink on ordering 'megamax' box ships
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