Container Shipping - 2016 Another Record Likely, This Time on Scrapping
Container Shipping - 2016 Another Record Likely, This Time on ScrappingMore containership capacity is being demolished than ever before, including...
175 Views
Macro Chart Focus: Surprises and Uncertainty Premia
There are good surprises, and then there are the other kind, and the market of late has delivered quite a few of the latter. Fortunately, as we...
211 Views
US: Federal Reserve to Stay on Course to Normalize Rates
The Federal Reserve can be expected to stay on course to normalize interest rate policy through the year as the unemployment rate continues to...
166 Views
Maritime Model Portfolio - Adding Risk with Upgrade on Dry Bulk and Downgrade on Tanker Shipping
Adding risk with upgrade on Dry bulk and downgrade on Tanker shippingThe main change in our stance from the one shared at the start of this year is...
183 Views
Dry Bulk Shipping - Turning Neutral as Normalisation Takes Hold
I would direct readers to our thematic pieces earlier this year, (https://www.smartkarma.com/insights/shipping-has-to-become-boring-again) and...
202 Views