The Economist
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Forecasting economic growth: an uncertain activity
Using economic forecasts to help investors make decisions is an uncertain activity.
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Volatility and uncertainty – the ruling scenario
The Houthi entrance into the Gaza conflict changed the fundamentals of global trade and in turn economics. How easy it is to create chaos.
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The fog of war and politics
The maritime industry has been hit by geo-political uncertainty and is in danger of being swept up in tit for tat tariff wars rising out of political consternation with China and Russia.
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The global economy remains under stress
2023 was not a good year and 2024 looks uncertain for the maritime industry.
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Storm in a teacup
The war in the Middle East has brought knee jerk reactions to the dangers to ships using the Red Sea, primarily bound for the Suez Canal. Is it really such a disaster?
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Global economics impact terminal operations and finances
The near collapse of the supply chain in 2021-22 was very profitable for terminal operators, but this has come to an end and the search is on to find ways to cut cost.
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Asia prospects are positive despite western stagnation
As North America and Europe struggle with lagging economic growth Southeast Asia is expanding its economic base and benefiting from new investments.
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No cause for optimism
The lights are off on economic growth as the volume of trade continues to decline, we should not be overly optimistic about the 3rd quarter.
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The elusive recession, not as per definition yet
Expectations of a recession are receding, despite declining demand, as economies remain in growth territory.
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The challenges facing the Greening of the shipping sector
It will take decades before we see the end of marine oil-based fuels and the alternative fuels, particularly LNG, may not bring the benefits touted.
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Liner shipping: out with the new and back with the old
Out with the new and back with the old as carriers revert to market share strategies that further collapse freight rates and re-structuring of partnerships.
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“The party is over” and the pressure is on
After two years of unheard of profitability in the maritime sector will the players be able to manage their profits to withstand the pressures of the next two years, or have they spent it all?
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2023: disruptors to make their Presence felt
2022 ended bleakly as the global economy headed towards a recession. 2023 does not look optimistic for the coming six months at least. Time to batten down the hatches.
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What comes after normal and new normal?
We are entering a new world with little clarity of the future as we face either a return to the old ways or live in a state of perma-crisis.
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Economic chaos caused by zombie policies
Misguided policies are causing an unprecedented collapse in global economic confidence leading to further inflation and rising costs of living and a global recession.
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The silly season: shortages and inflation
Typically, when it comes to July and August, summer vacations are the main focus for many people as they disappear from their normal routines and try to “switch off”.
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LOGISTICS PROBLEMS AND UNCERTAINTY CONTINUES
Will port congestion and labour shortages ever end as inflation rises with economic output declining? Should we plan ahead for recession as central banks have few tools available. Maybe, maybe not.
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PORT CONGESTION AND SUPPLY CHAIN DIFFICULTIES PERSIST
Congestion, excess shipping capacity and manpower shortages are blamed for inflation and shortages in shops.
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GOOD NEWS AND BAD NEWS: TAKE YOUR PICK
Recession is in the news but there is no consensus as to when this might occur. The good times may be over before they really took hold.
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THE COLD WAR IS BACK, A NEW NORMAL LOOMS
Congestion and supply chain problems continue to be with us and now the Ukraine war has caused a thick fog over our industry.