- Whipsaw of sentiment as 104% tariffs are introduced on Chinese imports by the US.
- Stocks reverse as the world’s top economies become locked in a trade war.
- Nikkei falls 3.3% while the FTSE 100 is set to erase Tuesday’s gains.
- Renewed appetite for gold amid the volatility, with the precious metal rising more than 1.7%.
- Volatility hits the bond markets and the allure of Treasuries as a safe haven asset dulls.
- Brent crude drops more than 2% to trade around $61 a barrel – levels...
#volatility
Using real-time data to navigate today’s volatile tariff landscape
The Trump administration’s tariffs – and our trading partners’ various responses to them – have sent shockwaves through global supply chains, driving volatility and spreading uncertainty for freight market participants. As tariffs reshape trade flows and impact everything from trucking capacity to ocean freight rates, supply chain professionals are grappling with a rapidly changing landscape that demands agility and data-driven decision making.
“The speed and unpredictability of recent tariff...
https://www.freightwaves.com/news/using-real-time-data-to-navigate-todays-volatile-tariff-landscape
Trucking, copper, cocoa: volatility roils commodities
The ongoing geopolitical realignment and escalating trade tensions are sending shockwaves through global commodity markets, reshaping long-established trade routes and supply chains. From copper to cocoa, and even the U.S. trucking industry, these shifts are creating both challenges and opportunities for businesses and investors alike.
The most visible impact of the trade wars has been on major freight flows, particularly in the crucial eastbound trans-Pacific ocean container lane connecting...
https://www.freightwaves.com/news/trucking-copper-cocoa-volatility-roils-commodities
What’s contributing to freight market volatility chaos?
It’s no secret the freight industry is highly cyclical.
“Every year or two there is a recession and then there’s a spike, specifically in the freight industry,” said Margie Hamlin, head of operations and accounts at Leaf Logistics.
The transactional, load-by-load way that freight is contracted remains an issue, according to Hamlin. The odds of shippers being able to look ahead and have capacity and cost certainty is slim to none.
“And this leads to interesting behaviors that exacerbate the...
https://www.freightwaves.com/news/whats-contributing-to-freight-market-volatility-chaos
UK heading for recession, renminbi strength will not last
UK heading for recession, renminbi strength will not last
Tuesday 18 January 2022 – Vol.13 Ed.3.2
Commentary: Year of Hobson’s choice: UK recession is inevitable
By Brian Reading in London
For UK economic policy-makers, 2022 will be the year of Hobson’s choice. Out of apparently multiple possibilities of actions, only one is actually available. Boris Johnson’s luckless-looking government may run into a slogan Margaret Thatcher made popular 40 years ago – Tina: ‘There is no alternative’. The truth...
https://allaboutshipping.co.uk/2022/01/18/uk-heading-for-recession-renminbi-strength-will-not-last/
Freight Futures weekly curve: 8/3
Freight Futures data to watch:Weekly spot contract settlement changes
Overall strength in the freight economy continued to drive the Trucking Freight Futures markets higher across the board last week, as the spot National contract (FUT.VNU202007) set another all-time weekly record by climbing $0.075, or 4.5%, to $1.727 per mile. The East regional contract (FUT.VEU202007) jumped $0.092, to $1.798, to finish the week higher by 5.4%, and the West regional contract (FUT.VWU202007) rose $0.055, or...
Freight Futures weekly curve: 7/27
Freight Futures data to watch:Weekly spot contract settlement changes
The Trucking Freight Futures markets continued to plow higher across the board last week, reflecting the overall strength in the freight economy. The spot National contract (FUT.VNU202007) set another all-time weekly record by climbing $0.072, or 4.6%, to $1.652 per mile. The East regional contract (FUT.VEU202007) jumped $0.099, to $1.706, to finish the week higher by 6.2%, and the West regional contract (FUT.VWU202007) rose...
https://www.freightwaves.com/news/freight-futures-weekly-curve-7-27
Freight Futures weekly curve: 7/20
Freight Futures data to watch:Weekly spot contract settlement changes
The Trucking Freight Futures markets continued their march higher last week, reflecting the overall boom in the freight economy. The spot National contract (FUT.VNU202007) rose $0.023, or 1.5%, to $1.580 per mile, setting another all-time weekly high for the spot National contract. The East regional contract (FUT.VEU202007) posted a solid $0.04 gain to finish the week higher by 2.6%, to $1.607, and the West regional contract...
https://www.freightwaves.com/news/freight-futures-weekly-curve-7-20
Freight Futures weekly curve: 7/6
Freight Futures data to watch:Weekly spot contract settlement changes
The Trucking Freight Futures markets continue to reflect strength in the underlying freight market, particularly in the Los Angeles and Atlanta markets, with the spot National contract (FUT.VNU202007) rising $0.048, or 3.2%, to $1.534 per mile. The East regional contract (FUT.VEU202007) posted a solid $0.072 gain to finish the week higher by 4.9%, to $1.538, and the West regional contract (FUT.VWU202007) rose $0.031, or 1.9%,...
https://www.freightwaves.com/news/freight-futures-weekly-curve-7-6