Just Lund
Euphorically
Today comes a lovely Friday spring update concerning Danish forwarder DSV and expected Q1 24 cargo yields, with a touch of value, or the lack thereof, in the public markets.
With a bearish slant…
What follows from the sell-side analysts is quite timely.
The other day I was talking to a senior source in the trade who, given his finance acumen, didn’t hesitate to state his view ...
MSC switches two more Asia-Europe port calls from congested Antwerp
Canada and Mexico get cosy with trade plan to bypass US
Front-loading frenzy has made traditional H2 peak season 'unlikely'
Tradelanes: Export boom in Indian sub-continent triggers rise in airfreight rates
Carriers introduce surcharges as congestion builds at African ports
Mexican airport modernisation plan unlikely to boost cargo facilities
Ports and supply chain operators weigh in on funding for CPB
Tradelanes: Overcapacity on Asia-S America impacting alliances and rates
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