bullish
Shipping Watch: No news is bad news (for inflation)
258 Views22 Apr 2024 09:49
Headlines in the beginning of 2024 were dominated by shipping and logistic troubles but over the last months that has almost died completely...
What is covered in the Full Insight:
- Overview of Freight Rates
- Impact of the Houthis on Red Sea Shipments
- Troubles at Suez and Panama Canals
- Effects on Inflation and Commodity Prices
- Potential Solutions to Shipping Crisis
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 4-minute read)
Discussions
(Paid Plans Only)
Top 5%
Steno Research
Macro and Geopolitical Research House
- Energy Cable: The recipe for another summer of exploding energy prices (in Europe)30 Apr 2024
- Great Game: Despite New Aid, Ukraine will lose within 12 months. Plan Accordingly!23 Apr 2024
- Energy Cable: Inflation starting to bite equities23 Apr 2024
- Shipping Watch: No news is bad news (for inflation)22 Apr 2024
- Commodity & Shipping Watch: Time to get back into the shipping bets?08 Mar 2024
- 5 Things We Watch – Central Bank Outlook, USDJPY, Natural Gas, Credit & Liquidity26 Oct 2023
x