Analysis Topic: Stock & Financial Markets
The analysis published under this topic are as follows.
Sunday, October 07, 2018
Looking at the “New NAFTA” Trade Agreement / Stock-Markets / Global Economy
By: Rodney_Johnson
Well, this is getting exciting!We just got an agreement this morning with Canada and Mexico to replace NAFTA, which has driven the markets higher.
I thought the Trump-induced trade war with China would have resolved by now as well. At the beginning of the summer I forecast that the president would talk big, beat on a couple of trade partners with some tariffs, then quickly reach a negotiated truce and claim victory.
It hasn’t turned out that way.
Read full article... Read full article...
Friday, September 28, 2012
What is the Dry Bulk Shipping Industry BDI Index Saying? / Stock-Markets / Global Economy
By: Tony_Caldaro
During the past decade or so nearly every sector of the transporation industry has run into serious Secular cycle problems. First it was the Airlines, then Trucking, then the Autos, and now Shipping. While the first three sectors appear to be in some early stages of recovery. The Shipping sector has yet to find the bottom. During the 2000′s demand-driven commodity boom, shipping rates skyrocketed and new ships were coming online every month. After the 2008 collapse in demand and commodity prices, the shipping industry found itself dealing with much lower rates and huge excess shipping capacity. During the past four years some shipping companies have been forced into bankruptcy, some are facing bankruptcy, and others a struggling along with high long term debt. To reverse this downward cycle, demand has to rise along with shipping rates while industry consolidation continues.
Tuesday, July 10, 2012
A Ship Buyer's Market / Stock-Markets / Global Economy
By: Fred_Sheehan
"China should delay its bid to pass South Korea as the world's biggest shipbuilder to prevent a flood of new vessels extending industry-wide losses, said Clarkson Plc's Managing Director Martin Stopford. 'This sort of target really should be put aside for the time being,' he said in an interview Wednesday at a conference in Shanghai. China has asked state banks to boost financing for new ships to prevent order cancellations, safeguard jobs and support a plan to pass South Korea in ship production by 2015. At the same time, the global container-ship fleet has as much as 20 percent excess capacity...." -- China Shipyards Should Delay Bid to Pass Korea, Business Asia, December 4, 2009