Exclusive interview: Jeff Rubin – what happens when oil, globalisation and environment collide?
This article is an abridged version of the one published last week on Loadstar Premium. Jeff ...
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
Interesting and, in parts, slightly unnerving Bloomberg report on the macroeconomic outlook for countries around the world. The continuing weakness in Asia is driven by China’s ongoing slowdown, which is sucking many surrounding countries into its vortex; while asset bubbles in developed economies and depressed commodity prices are affecting a range of countries. Sweden, Norway, Malaysia and New Zealand have all been put on the “to watch” list, while Japan and the Philippines have been removed from it.
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