OX: 100 days of Iran war – growth forecasts ravaged but box numbers stay strong
Recent economic predictions have been filed here…
The last few days before the holidays are here.
So, in closing, here are the top three themes of 2025.
(It’s not the time to name and shame, rather let’s abide by a top-down approach…)
1) Liberation Day & the unstoppable globalisation of trade
In April this year, the new US administration took a wrecking ball to global trade and started an aggressive tariff policy, as you are all fully aware – that was another black swan for container shipping and international logistics.
Many forecasts ...
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