Comment

Supply chain radar: ‘Bye ‘bye Panalpina – the ‘last call to paradise’…

Guess what?
Our sources were right earlier this month when they told us that the ~ Sfr5.4bn DSV/Panalpina deal was closing sooner than expected – October, that was the original deadline.
Remember this?
“Market rumours now suggest that the latest timetable published by the Danes has been revisited, with sources suggesting that the deal is closing next month rather than in early October.”
(Please read: “DSV + Panalpina – something is brewing on the road …

The post Supply chain radar: ‘Bye ‘bye...

https://theloadstar.com/supply-chain-radar-bye-bye-panalpina-the-last-call-to-paradise/

Deciphering FOMC rate-cut rationale, Digital currencies special report

Deciphering FOMC rate-cut rationale, Digital currencies special report

Commentary: Deciphering FOMC rate-cut rationale

By Mark Sobel in Washington

It’s not easy steering monetary policy given the need to anticipate the future amid tweets and challenges to central bank ‘independence’, persistently low inflation despite strong labour markets, low potential growth and global trade uncertainties.

Financial market participants mainly expect a 25 basis point cut in the fed funds rate at the end-July...

http://www.allaboutshipping.co.uk/2019/07/30/deciphering-fomc-rate-cut-rationale-digital-currencies-special-report/

Market Insight: The next vertical push by CMA CGM, MSC and… K+N

It could well be the calm before the storm in my M&A world in what traditionally is the time of the year during which deal preparations, rather than deals themselves, are made.
As part of several conversations about the latest market talk concerning the major carriers – even the secretive Mediterranean Shipping Company (MSC) warranted a mention – and the world’s largest ocean freight forwarder, Kuehne + Nagel, my contacts were …

The post Market Insight: The next vertical push by CMA CGM, MSC...

https://theloadstar.com/market-insight-the-next-vertical-push-by-cma-cgm-msc-and-kn/

Desai and Marsh on Prime Minister Boris Johnson, Fed ‘overlooking’ US consumers, and more

Boris Johnson

Desai and Marsh on Prime Minister Boris Johnson, Fed ‘overlooking’ US consumers, and more

THE WEEKEND REVIEW

Latest opinion and analysis from OMFIF around the world

22-26 July 2019, Vol.10 Ed.30

Most-Read Commentary

Johnson’s grim political arithmetic:The British prime minister has changed, but the grim political arithmetic remains the same, write Meghnad Desai and David Marsh. Boris Johnson entered 10 Downing Street on Wednesday at the helm of a weak, uncertain government facing very...

http://www.allaboutshipping.co.uk/2019/07/27/desai-and-marsh-on-prime-minister-boris-johnson-fed-overlooking-us-consumers-and-more/

Johnson’s grim political arithmetic, Fed ‘overlooking’ US consumers

Boris Johnson

Johnson’s grim political arithmetic, Fed ‘overlooking’ US consumers

Commentary: Johnson’s grim political arithmetic

By Meghnad Desai and David Marsh in London

The British prime minister has changed, but the grim political arithmetic remains the same. Boris Johnson entered 10 Downing Street on Wednesday at the helm of a weak, uncertain government facing very similar constraints to those that dogged Theresa May. Johnson takes the helm with his all-too-apparent frailties exposed in a way...

http://www.allaboutshipping.co.uk/2019/07/25/johnsons-grim-political-arithmetic-fed-overlooking-us-consumers/

Von der Leyen begins in frail position, DZ BANK international capital markets conference

Ursula von der Leyen

Von der Leyen begins in frail position, DZ BANK international capital markets conference

Commentary: Von der Leyen begins in frail position

By Joergen Oerstroem Moeller in Singapore

Ursula von der Leyen was approved to become the next European Commission president by a wafer-thin majority of 383 votes in the European Parliament. She must be ready to tackle several rounds of contentious negotiation that risk exacerbating divisions between EU countries. Bolstering co-operation on...

http://www.allaboutshipping.co.uk/2019/07/24/von-der-leyen-begins-in-frail-position-dz-bank-international-capital-markets-conference/

On the wires: A Hapag-Lloyd + ONE merger? Please…

“At the first annual meeting of the newly born Italian shipowner association, Assarmatori, the executive chairman of Mediterranean Shipping Company (MSC), Gianluigi Aponte, was asked who might be next in the great wave of container shipping consolidation. The shipping veteran said eventually he expected Japan’s Ocean Network Express (ONE) and Hamburg-based Hapag-Lloyd would one day join forces.” Splash 24/7, 23 July 2019. 
A disaster waiting to happen? Hapag-Lloyd has just recently managed to …

T...

https://theloadstar.com/on-the-wires-a-hapag-lloyd-one-merger-please/

Against the odds – Come on, Klaus-Michael Kuehne: spin off the core ocean freight business

In 2029, Klaus-Michael Kuehne will be 92 – I can picture him boasting about the greatness of a grand plan that only he could envisage.
First off, though, the Q2/H1 19 numbers released today by the ocean freight leader, Kuehne + Nagel.
Next 
Most of the headline numbers contained in its second-quarter (Q2) trading update released today were broadly in line with our expectations – please click here and here for our previous Premium …

The post Against the odds – Come on, Klaus-Michael Kuehne: spin...

https://theloadstar.com/against-the-odds-come-on-klaus-michael-kuehne-spin-off-the-core-ocean-freight-business/

Analysis: was Q2 a transition to a stronger second half for K+N?

Here is what to expect tomorrow when Kuehne + Nagel reports its second-quarter (Q2) numbers in a trading update that is of paramount importance for the Swiss 3PL and other global industry players.
Of course, volumes and yields for its air and ocean freight activities are under the spotlight.
Volume risk
On a comparable basis, Q1 ocean freight volumes rose while air freight volumes were under pressure – it was one of those rare occasions …

The post Analysis: was Q2 a transition to a stronger...

https://theloadstar.com/analysis-was-q2-a-transition-to-a-stronger-second-half-for-kn/

The Morrow-Roberson road test: Flexport – moving beyond freight forwarding 

Flexport: the name alone invokes a multitude of commentary in articles, at conferences and on social media – good, and not so good.  
The company started in 2013 when founder Ryan Peterson, entrepreneur and co-founder of Import Genius, decided to tackle the ‘antiquated’ and ‘unsexy’ freight forwarding market.  As noted in a Forbes article from 2016, Mr Peterson said: “It’s really all about coordinating complexity. In the freight world, the user experience is just broken.  
“No company has...

https://theloadstar.com/the-morrow-roberson-road-test-flexport-moving-beyond-freight-forwarding/

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