OceanX: Bonus time for carriers; Asia-Europe rate wars; record volumes
…strike averted, and 2025 optimism
On the road as usual, having good time as so often is the case when I travel, another week of data is behind us and comes today alongside my separate take on China.
Enjoy!
––>TRADE
All eyes are, inevitably, on US consumer spending this holiday season while elsewhere, Indonesia’s growth is slowing.
China’s investments really come at scale.
By the way, are problems mounting for Europe’s socialists?
––>OCEAN
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