Fleet watching is the key to predicting the future in air
All eyes on the aircraft boneyard
Keeping in mind that we live in a world where deflation is a relatively distant memory while inflation still prevails*, to read yesterday’s dividend hike announcement by FedEx (FDX) was quite shockingly awesome.
(*In this context, click here for Premium’s pertinent take on stagflation from January 2021.)
Far from saying Belt-Tightening FedEx… ohhh right, ’One FedEx’… offers guidance in reading the Fed cycle in cutting fed funds (here’s the pattern since 1980), what you read below is a testament to the greatness ...
Trump tariffs see hundreds of cancelled container bookings a day from Asia
'To ship or not to ship', the question for US importers amid tariff uncertainty
'Chaos after chaos' coming from de minimis changes and more tariffs
Forto 'sharpens commercial priorities' as it lays off one-third of staff
List of blanked transpac sailings grows as trade war heats up and demand cools
EC approves DSV takeover of DB Schenker
Overcapacity looms for ocean trades – with more blanked sailings inevitable
Amazon Air’s metamorphosis: 'a different air cargo unit from two years ago'
Shippers in Asia restart ocean shipment bookings – but not from China
India withdraws access for Bangladesh transhipments, in 'very harmful' decision
IndiGo fleet expansion plan will include a major push to boost cargo volumes
'Tariff hell' leaves industries in limbo – 'not a great environment to plan'
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