Comment / Supply chain radar: 'Cyclically insensitive' – Maersk, XPO, Expeditors & DHL

It has been quite some time since Johann Pachelbel’s Canon (in D major) has gently accompanied my daily routine, the logistics affairs I am after, and a new season that seldom promised to be more exciting.

Numbers

There isn’t a lot to say about the four majors singled out in the headline of this note – as well as all others, previously here – that wasn’t known trend-wise to all of us at the turn of the year, at least in mere quantitative ...