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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Global Equity Rally Losing Upside Momentum
The global rally appears to be losing steam as the bearish rising wedge patterns we highlighted last week in the MSCI ACWI, ACWI ex-US, EM, and...
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TRACKING TRAFFIC/Containers & Air Cargo: February Box Demand Weak, Cheaper Fuel May Help from April
Container traffic at important cargo origins and destinations remained weak in February -- no surprise given what we know about the impact of...
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Container Shipping and Coronavirus - Update
The short term impact of the coronavirus health crisis is a sharp hit to global container volumes and carrier earnings, but we re-iterate that the...
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TRACKING TRAFFIC/Containers & Air Cargo: Rates Rose in January, But Margins Remain Under Pressure
Our index suggests average container shipping rates increased by around 6.6% in January. This is the largest YoY increase for our index since June...
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