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1042 days ago

Shipping-container rate climbs to $10,000 from Asia to Europe

The cost to move goods in a shipping container from Asia to Europe has skyrocketed to $10,000, an all-time high. The cost of shipping reached $10,174, up 3.1% from a week ago and 485% from a year ago. 

#Commodities #Macro
Shipping-container rate climbs to $10,000 from Asia to Europe

1043 days ago

Global real investment - this time is different from 2008!

Spending led by governments but followed by business is powering ahead of where it was at this stage after the recession in 2008. That has implications for both growth and inflation.

#Macro
Global real investment - this time is different from 2008!

1044 days ago

How are fossil fuel economies prepared to the energy transition

Not all countries are equal here. While countries like the UK and Germany have a low exposure and high resilience, other countries such as Iraq, Libya or Nigeria will have a much harder time adapting to new ways of producing energy.

#Macro
How are fossil fuel economies prepared to the energy transition

1044 days ago

Another post-pandemic, post-Brexit reality: China overtakes Germany as UK's biggest importer
 
#Macro
China has overtaken Germany to become the UK's biggest single import market for the first time since records began. Goods imported from China rose 66% from the start of 2018 to £16.9bn ($24bn) in the first quarter of this year, the Office for National Statistics said. Imports from Germany fell by a quarter to £12.5bn in the same period. The change came as trade with the European Union was disrupted by Brexit and the pandemic boosted demand for Chinese goods.

1046 days ago

A recap of some of the danger signs from the equity market

Some the price and correlation signals that serve as a warning for what comes next from Lohman Econometrics.

#Stocks #Macro
A recap of some of the warnings from the equity market
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