Trump-Houthis deal – expect further 'rate declines...after port congestion'
Ocean: supply-demand balance getting ‘structurally looser’?
Barring the really weird action of New Zealand’s Mainfreight stock last Friday, briefly down ~ 10% at one point the day after its full annuals were published…
… and a breakout moment that for Australia’s WiseTech has turned sour after a solid rally since mid-March…
…. Hapag-Lloyd’s rollercoaster remains unbeatable out of all those happy supply chain players on our radar.
Sigh
When, changing hands just below €70, I wondered if its stock was only halfway through its epic plunge earlier this month, the slide was ...
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