CBER and the 2M prognosis – look out for WAGS on the loose
Like a WAG on a massive retail therapy binge
The week just left behind was the classic cherry on the cake as far as strained supply chain relationships and hidden dynamics are concerned.
Reading the logistics tea leaves: upshot
Curiously yet timely for the narrative, AP Møller-Mærsk released a premonitory, short video – headed “Discover the UPSIDE with integrated logistics” – last Tuesday (its stock hit a Dkr19,720 record, unrelated to the stunt).
A couple of days later, on 9 September, CMA CGM informed the market that it planned to “stop all spot ...