OceanX: Simply Cairo; Trump's letters; happy carriers
Shifting sands
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
The shipping outlook remains bleak, shipping stocks keep being under pressure: it looks like it’s a ...
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