Scorpi18 | Market Insights
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Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Contact: @invoyager

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πŸ’₯🌎#logistic #world #container
Baltic Dry Index (shipping freight-cost index) is back to 2020
πŸ’₯🌎#logistic #world #container
Baltic Dry Index (shipping freight-cost index) continues to fall despite China's reopening
⚠️🌎#logistic #container #worldtrade #economy
BBG: new vessel orders combined with plummeting cargo volumes have extended a drop-off in shipping rates to their lowest since 2018
🌎#logistic #container #macro
shipping freight-cost index (BDI) is still at historically low levels
β—οΈπŸŒŽ#logistic #world #container
global container freight rates = min since January 2020
🌎#logistic #container #world #macro
global shipping costs continue to decline
🌎#logistic #world #container
global shipping costs continue to decline
⚠️🌎#logistic #container #world
ocean freight orders are down 50% year over year and it is impacting both rail and road transportation, which a trucking executive recently called a β€œfreight recession” β€” CNBC

#railroad #truck
β—οΈπŸŒŽ#logistic #world #sea
global freight rates have soared back to pandemic-era levels.

πŸ’₯#DAC
⚠️🌎#logistic #сontainer #geopolitics
сontainer freight rates globally surged by a significant 61% in the past week, primarily driven by geopolitical conflicts in the Red Sea region.

global freight rates = pandemic-era levels
β€”β€”β€”β€”β€”β€”β€”β€”
JPMorgan: Red Sea crisis could jeopardize inflation fight as shipping costs spike globally ... the fight against inflation could stall in the coming months if shipping costs push the price of goods higher #inflation
🚫🌎#logistic #container #geopolitics
BBG: the number of container ships transiting the Suez Canal is rapidly declining, signaling a crisis-level logistical disruption reminiscent of the days of COVID.
β€”β€”β€”β€”β€”β€”β€”β€”
WSJ: average costs to ship a container have more than doubled in one month

πŸ’₯#DAC
🌎#logistic #container #world #macro
container shipping rates continue to rise
🚫🌎#logistic #geopolitics #macro
BBG: two months of Chaos in the Red Sea have caused the biggest diversion of international trade in decades, pushing up costs for shippers as far away as Asia and North America. The disruption is spreading, fueling fears of broader economic fallout.
β€”β€”β€”β€”β€”β€”β€”β€”β€”
earlier: global freight rates = pandemic-era levels
🌎#logistic #container #world #macro
сontainer shipping costs are rising again.

historically, Shanghai's rates have been a leading indicator.

❗️#DAC
🌎#logistic #container #world #macro
global сontainer rates are rising again.

historically, Shanghai's rates have been a leading indicator (chart).

πŸ’₯#DAC
🌎#logistic #container #world #macro
сontainer shipping costs continue to rise

historically, Shanghai's rates have been a leading indicator.

❗️#DAC