OX: UK tour thoughts; Suez update; and more tariffs
And here’s the current narrative
The first quarter of 2024 has gone already and the books are being compiled.For many it means the “Houthi bounce“ has thankfully dragged for over a quarter and that is expected to have a positive impact on financials, particularly for the carriers.
What is unlikely to be a bearish spring – even assuming certain adjustments down to estimates meet actual figures – could bring a decent Q1 update as added complexity, no doubt, helps money-making in supply chain these days.
Going forward ...
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