Odd bins: Jackson Hole, Russia & Shipping Investment Conclusion : Jackson Hole is a pivot in the Fed’s reaction function which now under-emphasises tariff effects on inflation and over-emphasises the weakening labor market. So more cuts than I thought (3 at le... Read More
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25 Aug 25
Odd bins: Jackson Hole, Russia & Shipping
#US Fed#Jackson Hole#US Federal Reserve#US-China Trade War#US-China Trade Relations#Shipping#Putin Strategy#Vladimir Putin#President Putin#Central Banks (US Federal Reserve)#US Federal Reserve Independence.#Geopolitical Disruption#Container Shipping#The Putin Trump Summit.#Jackon Hole Monetary Policy Pivot#Trump’s Crusade Against the US Fed#Trump & Putin
18 Aug 25
Odd Bins – Cutting long HK Equities – TICS Contradict – Shipping’s Pseudo Boom.
Odd Bins – Cutting long HK Equities – TICS Contradict – Shipping’s Pseudo Boom. Investment Conclusion Hong Kong equities are being cut back. The Hang Seng has performed. It’s a proxy for China where things are getting economically tougher. And excess liquidity, judged... Read More
15 May 25
Update: US Import Surge? Port of Los Angeles Update May 15, 2025 - No surge yet!
Port of Los Angeles in-bound container traffic forecast for next three weeks. The forward booking for container traffic (in TEU) until May 31 does not yet show a surge in US imports. The data through May 31 (week 22) are shown in the graphic updated on May 15, 202... Read More
08 Jan 24
Houthi Attacks - The Consequences
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
01 Nov 21
The 'Now' Of Supply Chain Disruption
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
09 Feb 98
Contagion - Europe: Asian iceman coming?
#Technology#Strategy Archive#Economy#Banks#Europe#Corporations#Growth Rate#Luxury Goods#Shipping#Food Companies#Capital Goods#Wage Earners
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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