Trade and Commerce

Falling BDI@1,554 creates uneasiness; wets upwards and stable…

John Faraclas

The BDI (Baltic Dry Index) lost 24 points earlier on today raising eyebrows. Geopolitics continue to be dodgy… John Faraclas’ daily briefing:

The Capes’ BCI fall of 58 points brought the respective index down at 2,106 points; once again: CAUTION!

The  Panamaxes’ BPI managed to clinch three points and now stands at 1,796; not nice…

The Supras’ BSI lost another four points (like yesterday) and now reads 1,192…

Once again the Handies’ BHSI  on the up. Two points plus are two points plus...

http://www.allaboutshipping.co.uk/2018/10/17/falling-bdi1554-creates-uneasiness-wets-upwards-and-stable/

The BDI@1,578: an expected volatility and contained fall…

John Faraclas

The BDI (Baltic Dry Index) lost six points thanks to the Capes’ fall… Geopolitics as crucial as ever… particularly on the platoon and financial sector… John Faraclas daily briefing:

The Capes’ BCI was down 25 points at 2,164 – …the classic volatile size…

Panamaxes were up saving the day with the BPI at 1,793; hope the 1,800 points will soon be conquered…

The Supras lost the 1,200 point threshold and now read 1,196 – minus four…

The Handies’ BHSI continue to prove that you don’t have to...

http://www.allaboutshipping.co.uk/2018/10/16/the-bdi1578-an-expected-volatility-and-contained-fall/

Long standing Chinese relationship pays off as major shipping line announces Liverpool call

Aerial view of Liverpool

The Port of Liverpool has demonstrated the strength of its relationships with China by announcing it will welcome a vessel call from COSCO on Wednesday 17 October.

The MV Jork will call at Liverpool after a stop in Rotterdam before returning with UK exports. Once in Liverpool it will unload mainly high value Asian goods for fast delivery into the supply chain across the UK.

The Port of Liverpool boasts a consistent truck turnaround time of less than 40 minutes, unrivalled...

http://www.allaboutshipping.co.uk/2018/10/15/long-standing-chinese-relationship-pays-off-as-major-shipping-line-announces-liverpool-call/

The BDI still “stranded”

John Faraclas

The BDI (Baltic Dry Index) although was up five points standing at 1,584 points in reality same is stranded! Geopolitics and in particular the Trade Wars and Bankruptcy will turn things sour. John Faraclas’ daily briefing:

The Capes’ BCI gained 20 points and now reads 2,189; the only size with a “substantial” rise…
The Panamaxes’ BPI was up just four points at 1,779; still very low…
Hiccups for the Supras’ BSI now at 1,200 – minus four points…
The Handies’ BHSI gained four points...

http://www.allaboutshipping.co.uk/2018/10/15/the-bdi-still-stranded/

Gains for the BDI and the Wets amid mini financial hiccups…

John Faraclas

The BDI (Baltic Dry Index) ended the week with 64 points plus since yesterday at 1,579 and 43 since last week’s 1,536 points… The Geopolitics and in particular the financial situation on Planet Ocean remains enigmatic. John Faraclas’ brief daily and weekly recap:

A good triple rise for the Capes brought the BCI to 2,169 points – 164 plus; good results from last week with 88 points plus  when it stood at 2,081 points

A dozen points for the Panamaxes’ BPI now at 1,775. The weekly...

http://www.allaboutshipping.co.uk/2018/10/12/gains-for-the-bdi-and-the-wets-amid-mini-financial-hiccups/

Contained losses with the BDI@1,493

John Faraclas

The BDI (Baltic Dry Index) fell another ten points losing the threshold of the 1,500 points but doesn’t look  too worrying unless… The Geopolitics on the same level as yesterday with the Economic mess ready to engulf Planet Ocean and make the World suffer for another ten years. John Faraclas’ midweek recap:

The Capes’ BCI was down 12 points and now stands at 1,949…

The Panamaxes BPI  clinched two points and now reads   1,749…

Supras continued its upwards move with the BSI gaining two...

http://www.allaboutshipping.co.uk/2018/10/10/contained-losses-with-the-bdi1493/

BDI’s contained fall at 1,530…

John Faraclas

The BDI  (Baltic Dry Index) lost six points earlier on today, a rather contained fall thanks to the Panamaxes upwards “trend” as the Capes’ fall triggers worries… Geopolitics go bankrupt… John Faraclas’ brief market recap:

The Capes’ BCI lost 39 points and now stand at  2,042, CAUTION…

The Panamaxes’ BPI gained 22 points and now reads  1,749…

Good news for the Supras’ BSI now over and above the 1,200 threshold with four points plus now reading  1,201

The Handies did it again and the...

http://www.allaboutshipping.co.uk/2018/10/08/bdis-contained-fall-at-1530/

End of the ‘flat world’, City Lecture with James Bullard

Commentary: End of the ‘flat world’

By David Skilling in Singapore

A few years before the 2008 financial crisis, journalist Tom Friedman captured the zeitgeist with his argument that ‘the world is flat’, that all competitors in the global economy have an equal opportunity to succeed.

But if it was once possible to argue that (Western-led) politics and technology were creating a flat world, today they are combining to create a more lumpy, multipolar system. Developments in North America, Europe...

http://www.allaboutshipping.co.uk/2018/10/05/end-of-the-flat-world-city-lecture-with-james-bullard/

Daily Overview of Global Markets & the SEE Region (Friday, October 5, 2018)

HIGHLIGHTS

WORLD ECONOMIC & MARKET DEVELOPMENTS

GLOBAL MARKETS: Market focus today is on the US non-farm payrolls report for September, and mostly, on average hourly earnings which are expected to rise by 0.2%mom pushing the annual growth rate to 2.8% from 2.9% in the prior month. Awaiting the key US report, US Treasury bond yields were lower today after US-China trade tensions flared up again following comments by US Vice President Mike Pence accusing China of trying to interfere in the midterm...

http://www.allaboutshipping.co.uk/2018/10/05/daily-overview-of-global-markets-the-see-region-friday-october-5-2018/

The BDI@1,536: you cannot fight against the future*

John Faraclas

The BDI (Baltic Dry Index) ended up this week with minus 18 points, another double digit loss following yesterday’s minus 20 points… It was down four points since last Friday the 28th of September when the BDI stood at 1,540… A bit of odd figures as you will read herebelow; they don’t correlate at all both with the rates as well with the indices ups and downs…The Geopolitics continue to worsen. John Faraclas’ daily and weekly recaps:

The volatile Capes lost 67 points and the BCI now...

http://www.allaboutshipping.co.uk/2018/10/05/the-bdi1536-you-cannot-fight-against-the-future/

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