Next 10 |
2024-05-03 08:30:00 ET Summary US containerized freight imports have had a stellar start to 2024, with first quarter growth of 15% year-over-year. Growth was driven by industrial sectors including materials ranging from steel to paper. The rapid growth of the first quarter is ...
2024-03-26 02:00:00 ET Summary Geopolitical tensions in recent years have prompted companies to reconfigure their supply chains, with US firms increasingly moving production outside of China. Yet even as countries such as Mexico and Vietnam become more prominent in global manufact...
2024-03-15 04:20:00 ET Summary Much of the world votes in 2024, and the potential for heightened geopolitical uncertainty and greater equity market volatility abound. From the slate of elections to the grinding Russia-Ukraine war and flashpoints across the Middle East, the world i...
2024-02-24 01:04:00 ET Summary Measures facilitating trade are still outweighing those that restrict it globally, but the gap is narrowing for large economies (G20) and recent signs of looming protectionism on the side of the US and Europe are not encouraging for trade. However, g...
2024-02-22 19:40:00 ET Summary The restocking trend for 2024 vs. the destocking trend for 2023. What companies restocking could mean for freight and rail companies? Red Sea disruptions and a weakened supply chain. What it means for freight? The global shipping indust...
2024-02-21 01:15:00 ET Summary Fears of another global supply chain shock have been prompted by Red Sea shipping disruption, and increased geopolitical tension in the Middle East. But supply chain pressures have increased only modestly, to date, with pressure indices mean-revertin...
2024-02-17 22:19:00 ET Summary Could policymakers fall behind the curve? Rapid disinflation has fueled consensus expectations for significant rate cuts this year. But pushback from the US Federal Reserve on the timing of the first rate cut raises the possibility that policymakers coul...
2024-02-14 06:10:00 ET Summary Companies supporting efforts to create a more secure and stable world could provide equity investors with an attractive source of long-term returns. Countries around the world increasingly realize that their traditional energy supply is far more vuln...
2024-02-13 00:40:00 ET Summary Bull markets naturally climb a “wall of worry,” and the latest worries center around escalating wars, the presidential race, and delays in Fed rate cuts. Shipping disruptions in the Red Sea are not adversely impacting the U.S., but they...
2024-02-09 02:15:00 ET Summary S&P Global's PMI Comment Tracker data revealed that attacks on ships in the Red Sea had a notable impact on supply chains in January, affecting delivery times across a variety of manufacturing sectors. Supplier delivery times in the UK and eurozo...