New US parcel surcharges may hasten predicted end of free shipping
Not for the first time the parcel market appears like a battleground to expand or ...
It’s very difficult to find capital appreciation combined with yield in the capital markets these days. The same applies to supply chain holdings, but conveniently brokers are all over it.
With several bearish reports suggesting that there may be few places to hide, and the inflation-adjusted earnings yield at its lowest in decades (skip to the bottom for more*), all expect the Federal Reserve to announce a 75 basis points hike (again) tomorrow, placing the benchmark rate at 3% to 3.25%.
Which makes predictions ...
MSC Aries now bound for Iran, and crisis will be 'a catalyst for higher rates'
Urgent call for breakdown of cargo onboard as General Average declared on Dali
Iranian troops seize MSC box ship while Somali pirates net $5m ransom for bulker
Flexport is 'back on track' – now it needs to start growing again
Hong Kong drops out of world's top 10 busiest container ports
'Slow season' and ocean network stabilisation easing pressure on rates
Bottlenecks and price hikes as airlines now avoid Iran airspace
Alex Lennane
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During August 2023, please contact
Alex Whiteman
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Alessandro Pasetti
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mobile: +44 7402 255 512
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