Comment / Bernstein: 'A farewell to arms?'

ID 884779 © Marco Regalia | Dreamstime.com

Here’s a snapshot of a Bernstein note out to investors today, 23 January.

Titled ’Supply Chain Pulse Check: A farewell to arms?’… the analysts investigated how current geopolitical risk could impact the trade, with particular focus – and it couldn’t be otherwise – on container shipping risk.

The key points follow, sourced directly from their research paper.

Prelude:

“January is not yet over, yet it feels like a very different environment for global logistics vs a month ago. Good for shippers… Increasingly troubling for ...