Opinions
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Giving trade peace a chance12 September 2019Tariff Sheriff: Trump delays hike by two weeks to 15 October Both China and the US are making conciliatory moves…
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Trade war truce? Washington and China to reopen trade talks06 September 2019S&P 500 futures rose after the news Chinese trade officials will meet with their US counterparts in Washington next month…
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Cassandra’s call30 August 2019The yield curve* has inverted before all of the last six recessions *US 10Y generic government yield minus US 2Y…
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Winter is coming: Global slowdown to weigh on chemical cargos23 August 2019
US (dark blue), Germany (orange) and Japan (light blue) manufacturing sectors slowing The global economy appears to be slowing, with…
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Decreased soybean imports may buoy palm oil freights to China in Q408 August 2019
China could not boost Brazil winter soybean shipments (in orange) last year even when US shipments (in blue) stopped. China…
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Rise to FAME: Higher blending mandates in the EU driving demand for cargoes02 August 2019
Higher exports driven by cargoes out of China, Malaysia and Indonesia Fatty acid methyl ester (FAME) exports from Asia to…
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Double trouble: Indonesia biodiesel exports at risk as EU plans duties26 July 2019
Indonesia FAME exports to the EU jumped in 2018 with duties scrapped The European Commission (EC) has proposed duties of…
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Asian trade shrinks further in June19 July 2019
Korean (light blue), Japanese (dark blue), and Singaporean (orange) exports all fell YoY in June The China-US trade war is…
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Tropical storm Barry to hit US Gulf, affecting oil output12 July 2019
(National Hurricane Centre: Forecast Path of Barry) The tropical storm Barry is expected to hit the US Gulf coast this…
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