Searching out deep value in US trucking
Weakness in the price?
“Mærsk down 8%, DSV and Kuehne + Nagel down 4% – in case you have seen anything around.”
Feeling mixed vibes yesterday, Wednesday 8 June, after a rather quiet, early-trade stint, was the one line I disseminated at around 11.30 BST, internally and externally to all in the marketplace.
Frantically smoking, big market falls are always a good excuse to indulge fantasies, look for clues and sniff for the whiff of a rat but, in fairness, not of the same fat-fingers-&-flash-crashes proportion ...
Container freight rates: 'collapse' is the word, says Xeneta
CMA CGM liner trades pummelled in Q1 – and there's worse to come
Mexican rail seizures give near-shoring interests pause for thought
Cargo shifts back to US west coast ports, but some has gone for good
Digital forwarders back in the spotlight: can they compete?
Major box lines still fighting over diminishing supply of smaller ships
'Alarming signals' as airfreight capacity rises and rates fall
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