Mr Joy: Victoria – Shitoria (Part One)
All about the ‘Big Mess’
A bit of boring but valuable, straight reporting today as a rather eventful 2024 draws to a close, thankfully.
As the US markets collapse following rather hawkish guidance from the Federal Reserve (more on this in our separate ’Wednesday Bloody Wednesday’ coverage) on rates, in a note* out to investor today, Bernstein analysts warned:
“Don’t expect calm in 2025.”
(*Headed: ’Tying off a rollercoaster year… Strap in for the next one’.)
Double-whammy?
And while highlighting their top picks for next year, which are the usual ...
Volcanic disruption at Anchorage could hit transpacific airfreight operations
Shippers snap up airfreight capacity to US ahead of tariff deadline
Forwarders stay cool as US 'liberation day' tariffs threaten 'global trade war'
Tighter EU import requirements proving 'a challenge' for forwarders
Looming Trump tariffs will create 'a bureaucratic monster' for Customs
Macron calls for ‘suspension’ – CMA CGM's $20bn US investment in doubt
De minimis exemption on shipments from China to the US will end in May
De minimis change would be 'no bad thing' for logistics operators
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