News in Brief Podcast | Week 11 | Ocean rates down, uncertainty up
In this episode of The Loadstar’s News in Brief Podcast, host and news reporter Charlotte Goldstone ...
Unprompted, mulling over DP World’s (DPW) outstanding bonds today…
… and looking for enticing risk-adjusted returns* at the front end of DPW’s yield curve, I didn’t spot anything particularly compelling. Although, if it gets seriously deflationary out there, ’4.848% September 2028? maturities aren’t too bad a catch, I mused, also given a corporate debt profile where bank debt maturing in three-and-a-half years’ time…
(*Acutely aware that, according to recent JP Morgan research, Warren Buffett’s Berkshire Hathaway “owns 3% of the entire Treasury ...
Volcanic disruption at Anchorage could hit transpacific airfreight operations
Macron calls for ‘suspension’ – CMA CGM's $20bn US investment in doubt
De minimis exemption on shipments from China to the US will end in May
Forwarders stay cool as US 'liberation day' tariffs threaten 'global trade war'
Shippers snap up airfreight capacity to US ahead of tariff deadline
Looming Trump tariffs will create 'a bureaucratic monster' for Customs
Mixed response in US to 'Liberation Day', while China leads wave of retaliation
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