Reducing turbulence as year progresses
Airbus has maintained guidance for FY17, although the recurring issues on the A380, A400M, A350 and A320neo programmes remain a focus of...
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Q1 turbulence but FY17 ready on the runway
Airbus’s Q117 margin was lower than expected, at 1.8% compared to market consensus of 2.5%, mainly due to weaker pricing of old aircraft and higher...
159 Views
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for Carriers
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for CarriersBackground - Space shortage has disrupted the...
2.6k Views
Dry Bulk Shipping - Why It's Time for Dry Bulk Stocks to Take a Breather
Dry Bulk Shipping - Why It’s Time for Dry Bulk Stocks to Take a BreatherWe have been positive on the dry bulk sector since mid-2016 but the near...
260 Views
100+ Years On, The Fed Needs a Complete Overhaul (Seasonally Adjusted Economists Need Not Apply)
This is not so much a book review as a re-direction and discussion in light of 1) recent Fed comments posted on SK, including my ex-colleague (and...
202 Views