TRACKING TRAFFIC/Containers & Air Cargo: No, Virginia, Container Rates Are NOT Spiking!
Contrary to recent media reports, there is no evidence in the June numbers of an alleged spike in container rates in the Pacific. In fact, our...
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TRACKING TRAFFIC/Containers & Air Cargo: Covid19 Trade Oddities | Box Rates Dip | Air Cargo Pops
It's no secret that Covid19 has distorted trade patterns in 2020. These distortions have led to some odd container shipping and air cargo numbers...
314 Views
TRACKING TRAFFIC/Containers & Air Cargo: Box Rates Dip in April, Air Cargo Yields Double!
Covid-19 and the measures put in place to slow its spread have wreaked havoc on ocean and air cargo markets in 2020. April data show a number of...
105 Views
Surging Asian Air Cargo Demand? The Search for Exposure (& Leverage)
Recently there have been signs of a pickup in air cargo demand in China and elsewhere in Asia. As noted by Osbert Tang, CFA in a recent piece here...
305 Views
Taiwan - Shorts Increase on UMC, Largan, TSMC, China Air; Cover on Novatek, Yageo, AUO
Total short notional in Taiwan stocks is TWD 240,943 mm (~US$7.99 bn) as of 7 February 2020. Over the week, the largest short positions were put...
349 Views