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Market Insight
Bernstein: ‘Worry on the waves’ ahead of Europe’s earnings season
After last week’s ‘Farewell to arms?‘ note to investors, Bernstein analysts today, 28 January, updated the market…
Analysis: Panama Canal – delving into claim and counterclaim
Donald Trump’s Panama claim rests on three assertions:
Firstly: “We built the canal, therefore it’s ours.”…
OceanX: Egypt insight; wild-west-carrier scenario; sinking rates
Just back from Egypt.
After spending some days in the more modern parts of Cairo for meetings and discussions, I…
Prologis talks data centres – you’d better listen (Part One)
You may recall the wise remarks from Prologis (PLD) CFO Tim Arndt at a Bank of America conference held in…
Victoria: queue and jam – and now call your advisor (Part Two)
In Part One, headed ‘Victoria – Shitoria‘, I provided the context for the dire financial situation the Australian…
Mr Joy: Victoria – Shitoria (Part One)
Don’t do business in the Australian state of Victoria, especially if you are a transport company.
Now
Imagine that…
Knight-Swift – any sign of the longed-for US freight inflection?
Everybody’s eager to call the ‘inflection point’ for land freight transportation in North America.
How does it look…
Analysis: Can the Gemini network do it on-time?
Last week The Loadstar Podcast hosted a fascinating interview with Hapag-Lloyd’s managing director of global…
Déjà vu: Well, shake it up, baby, now (shake it up, baby)
As the clock struck 12 on 20 January, Donald J. Trump was inaugurated as the 47th President of the United States of…
Expeditors in court – new motion in, new allegations emerge
With the spotlight on its ‘no layoffs’ policy, there is more than staff matters currently concerning the trade as…