The Economist – Page 2
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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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NewsGOOD 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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NewsTHE 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.
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NewsWHAT WE CAN LEARN FROM STATISTICS
Are politicians misleading us as to how strong economic recovery has been in 2021 or should we trust them?
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COVID-19 PANDEMIC HAS NOT BEEN DISASTROUS FOR GLOBAL TRADE
Shortages in shipping capacity cannot be put down to excessive levels of trade volumes.
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NewsTHE ECONOMICS OF GLOBAL TRADE
Economic growth, or the lack of it, has had less of an impact on trade than was expected, resulting in stronger economic growth.
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NewsCOVID-19 TRIGGERED VULNERABILITIES SET TO RUN
Pent up demand with consumers continuing to spend their money on goods, together with oil, coal and gas shortages will ensure on-going pressures on the supply chain well into next year.
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NewsCOVID-19 DELTA PACKS A WALLOP
The logistics supply chain is finding it extremely difficult to deal with the repercussions of the global outbreak of the COVID-19 Delta variant. It is slowing the expected economic recovery.
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NewsMAKE HAY WHILE THE SUN SHINES… …The Shipping Bubble is Bound to Burst
COMMENT: An unprecedented increase in shipping profi tability has generated a newbuilding bubble that ports may not be prepared for, writes Ben Hackett.
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NewsGLOBALISATION AND SUPPLY CHAIN REMAIN AT RISK
COMMENT: Ports struggle with congestions, carriers with lack of capacity and countries with more COVID-19. The pressure is not letting up, writes Ben Hackett.
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NewsNEW PORT PERFORMANCE INDEX - GOOD TRY BUT WRONG
COMMENT: The World Bank and IHS/Markit Container Port Performance Index is well off the mark and does not reflect reality, writes Ben Hackett.
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NewsGLOBALISATION STUMBLES UNDER COVID-19 PRESSURE
The COVID-19 pandemic is putting pressure on globalisation beyond the Trump Administration impacts, writes Ben Hackett. The question is: What has gone wrong?
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NewsEUPHORIA IN SHIPPING FINANCES MAY IMPACT PORTS
COMMENT: As the pandemic rolls back with vaccinations rolling out, the maritime industry becomes overly optimistic from ports, terminals, carriers and shipbuilding, writes Ben Hackett.
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NewsPORTS ARE STRUGGLING
COMMENT: The economics, such as they are, of the COVID-19 crisis is playing havoc at the ports as is the virus infection as well, writes Ben Hackett.
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The relevance of economics on international trade and ports?
COMMENT: Harping on a familiar subject, we really do need to ask ourselves what relevance economics has on international trade? writes Ben Hackett.
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NewsWHEN WILL THE ROLLERCOASTER RIDE END?
COMMENT: The sharpest decline in economic activity in Q2 worldwide was followed by spectacular growth in Q3, but Q4 looks like a bust, writes Ben Hackett.
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NewsTHE ECONOMIST’S FOG
COMMENT: The life of an economist is currently about as satisfying as a that of a scientist trying to understand COVID-19, writes Ben Hackett.
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NewsNEW NORMAL IS AS CLEAR AS MUD
COMMENT: Container carriers appear to have found the “yellow brick road” to recovery this year with strict capacity management, while the rest of the industry is in the doldrums, writes Ben Hackett.
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NewsBUDGET PLANNING DURING A PANDEMIC
COMMENT: Planning for a 12-18 month period has been difficult during the past few years as globalisation has come under pressure and the Trumpian trade wars with friends and foe alike are creating enormous uncertainties, writes Ben Hackett.
