Market Report: Stocks fall further as global game of tariff chess gathers pace

Derren Nathan
  • FTSE 100 and European futures down
  • US Stocks see worst drop in 5 years
  • US treasury yields at 7-month highs
  • Japan promises bold and speedy response to US tariffs
  • EU trade commissioner in talks with Washington today
  • 3-year low for Brent Crude at around $69.5 per barrel

Derren Nathan, head of equity research Hargreaves Lansdown:

“Despite months of sabre-rattling by Donald Trump, markets appear to have been unprepared for the depth and breadth of tariffs announced by the White House....

https://allaboutshipping.co.uk/2025/04/04/market-report-stocks-fall-further-as-global-game-of-tariff-chess-gathers-pace/

Industry Leaders Take Centre Stage as Multimodal Announces 2025 Awards Finalists

Setting the benchmark for industry excellence, Multimodal has revealed the finalists for its distinguished 2025 Awards, which highlight outstanding performers across the logistics and supply chain sectors.

The Multimodal Awards recognise outstanding achievement across air, road, rail, maritime, and the freight logistics sectors. This year’s nomination window opened early, resulting in record engagement from professionals throughout the supply chain.

Known for its independent endorsement for...

https://allaboutshipping.co.uk/2025/04/03/industry-leaders-take-centre-stage-as-multimodal-announces-2025-awards-finalists/

How American Sanctions may affect he Global Shipping Industry

J. Bruce Chan

President Donald Trump has already made plenty of headlines since taking up his second term in the White House, including with the announcement of numerous new tariffs on imports.

The 47th United States President issued three executive orders on February 1st 2025, just days after his inauguration, which directed the US to impose an additional 25 per cent ad valorem rate of duty on imports from Canada and Mexico, as well as ten per cent on imports from China.

Leading 20ft shipping...

https://allaboutshipping.co.uk/2025/04/03/how-american-sanctions-may-affect-he-global-shipping-industry/

Brutal round of trade top Trumps sends shivers through global markets

Susannah Streeter
  • S&P Futures fall 1.7% as blanket tariffs are imposed on US trading partners.
  • 10% will be the baseline with higher duties of 20% imposed on the EU, while countries in Asia face even steeper tariffs, with China facing levies of 34%.
  • UK appears to have been dealt a better hand but economy will feel the effects of global trade turmoil.
  • Investors should keep their eye on long-term horizons and ensure they are well diversified amid the volatility.

Susannah Streeter, head of money...

https://allaboutshipping.co.uk/2025/04/02/brutal-round-of-trade-top-trumps-sends-shivers-through-global-markets/

‘Liberation Day’ tariffs will ‘change the rules of game’ for global trade, but significant uplift in ocean or air freight rates not expected in short term.

Oslo, Norway – Wednesday, 2 April 2025 – Reciprocal tariffs announced by Donald Trump on ‘Liberation Day’ could prevent shippers from making important decisions on supply chains, but are not likely to cause an immediate spike in freight rates.

Peter Sand, Chief Analyst at Xeneta – the ocean and air freight intelligence platform – said: “Liberation Day will not feel very liberating for those shippers caught in the eye of the tariff storm. It is tough to make important decisions on your supply...

https://allaboutshipping.co.uk/2025/04/02/liberation-day-tariffs-will-change-the-rules-of-game-for-global-trade-but-significant-uplift-in-ocean-or-air-freight-rates-not-expected-in-short-term/

Market Report: calm before the storm as markets brace for Trump’s ‘liberation day’

Matt Britzman
  • UK markets start April on the front foot
  • Crunch time for UK banks as supreme court hearings begin
  • UK house prices rise 3.9% year-on-year, UK housebuilders looking attractive
  • S&P 500 posts worst quarter since 2022
  • Oil prices reach highest level in a month

Matt Britzman, senior equity analyst, Hargreaves Lansdown:

UK markets have kicked off April on the front foot, after a poor start to the week saw the FTSE 100 lose 0.9% yesterday. In the absence of any major company results, it’s...

https://allaboutshipping.co.uk/2025/04/01/market-report-calm-before-the-storm-as-markets-brace-for-trumps-liberation-day/

Multimodal 2025 to feature dedicated AI clinicas industry adoption accelerates

As global trade enters what the Economist describes as a “new era of globalisation,” artificial intelligence is rapidly emerging as the crucial technology which will enable supply chain resilience amid increasing geopolitical volatility. With 31% of businesses currently adjusting supply chain networks and strategies, AI adoption is no longer optional for logistics providers seeking competitive advantage.

Multimodal 2025, the UK’s premier logistics and supply chain event taking place from...

https://allaboutshipping.co.uk/2025/03/31/multimodal-2025-to-feature-dedicated-ai-clinicas-industry-adoption-accelerates/

Europe’s ports are getting ready for the market uptake of new shipping fuels

31 March 2025

Europe’s ports fully support the decarbonisation efforts to be made by shipping companies to get to net-zero by 2050. While it seems that energy efficiency measures, use of onshore power supply and use of transition and renewable/low carbon fuels will allow shipping companies to comply with the EU emission reduction targets in a first phase, the European Sea Ports Organisation (ESPO) understands shipping must look at a broad array of new fuel types to further continue to reduce the...

https://allaboutshipping.co.uk/2025/03/31/europes-ports-are-getting-ready-for-the-market-uptake-of-new-shipping-fuels/

Market report: High unease as investors brace for widespread tariffs.

Susannah Streeter
  • Indices in Asia fall sharply, as Trump indicates he’s readying to impose widespread tariffs.
  • Hopes for more targeted duties are evaporating, pushing the Nikkei down almost 4% and Hong Kong’s Hang Seng down 1.3%
  • The moves follow Friday’s sharp drops on Wall Street after hotter inflation data.
  • FTSE 100 set for a difficult start to the week amid the uncertainty.
  • Another gold rush has been sparked with the precious metal heading to fresh record heights.

Susannah Streeter, head of...

https://allaboutshipping.co.uk/2025/03/31/market-report-high-unease-as-investors-brace-for-widespread-tariffs/