'Licking wounds'
It hurts
Let’s get this out of the way quickly. Here’s what is driving weakness in Prologis (PLD), whose stock… to reiterate previous coverage… is under pressure year-to-date…
… and then just look at its performance over the past six months*.
(*PLD vs 10-year US Treasury yield, green line, in the charts above.)
Done.
No surprise that management complains about the Fed’s dot plot every single time they have a chance to do so.
More appropriately, let’s now delve into some of the key findings from the ...
European port congestion now at five-to-six days, and getting worse
Keep our news independent, by supporting The Loadstar
'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
Navigating supply chain trends in 2025: efficiency, visibility, and adaptability
News in Brief Podcast | Week 20 | 90-day countdown, India and Pakistan
Demand for transpac airfreight capacity returning – but 'it's not ecommerce-driven'
ONE opts for South Korean newbuilds to avoid hefty US port fees
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'
Comment on this article