Loadstar Podcast | July 2024 | Politics shaping global supply chains as the UK votes
In this episode of The Loadstar Podcast, we explore the complex interplay between politics and ...
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
The assistant editor of The Daily Telegraph tries to get to grips with the conflicting signals from the UK’s economic data and asks what role the Bank of England is actually trying to fulfil. His conclusions are far from satisfactory – the bank is at war with itself and the government; the government needs to do more to stimulate growth; and much of the current GDP data is “as useful as a chocolate teapot”.
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