Daily BriefsEquity Bottom-Up

Daily Brief Equity Bottom-Up: Monthly Container Shipping Tracker | Rate Momentum +ive | Throughput Up and more

In today’s briefing:

  • Monthly Container Shipping Tracker | Rate Momentum +ive | Throughput Up, Too | (January 2024)


Monthly Container Shipping Tracker | Rate Momentum +ive | Throughput Up, Too | (January 2024)

By Daniel Hellberg

  • December was best reading from our momentum tracker since November 2022
  • Improvement driven by rising spot rates, new fees, and stronger volume growth
  • Even before Red Sea / Suez capacity squeeze, conditions were bottoming

💡 Before it’s here, it’s on Smartkarma

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