Comment / US imports – reading the tea leaves (or dial: 'MDWT')

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Intertwined.

From the sea trade to road and rail: what about US volume trends?

As the noise grows – the bear case from the trade signalling economic recession in America could be around the corner – how are they actually faring?

Actually

Should we prepare for the worst, given recent trailing trends?

Any paradigm shift worth highlighting?

A bit of housekeeping today, drawing from the pros’ proprietary data.

In a note out to investors yesterday, 8 October, UBS analysts pointed out in the headline of their research ...