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May 10, 2019

Real gross domestic product in the United States increased 3.2 percent in the first quarter of 2019, according to the federal Bureau of Economic Analysis, and was driven by consumption and fixed non-residential investments. As imports declined due to the large inventor...

April 10, 2019

"Competitiveness" has become a hot topic for US states, municipalities, and ports. With slower post-recession economic and trade growth, there no longer seems to be more than enough business to go around. Now, we are obsessed with market shares.

April 10, 2019

The world economy, and thereby trade, is heading for a squall.

March 10, 2019

It turns out trade wars are not so easy to win. The Trump administration has had no real success with China, Canada and Mexico, and is in no real position to dictate to the European Union.

February 25, 2019

A lack of certainty makes life more complex for most people. Unfortunately, uncertainty is to be found everywhere one looks at present.

February 10, 2019

We have previously highlighted the difficulty of running economic forecasting models that cannot absorb the wild deviations caused by geo-political events. The impact of an administration caught up in trade disputes, border walls and government shutdowns in the United...

January 10, 2019

There are far too many surprises in container shipping. The last quarter of 2018 was huge. Pre-tariff inventory buildup has stressed carriers, ports, truckers, chassis pools, and DC operators. We’ve seen a stream of “extra loaders”, vessels inserted into a rotation to...

January 10, 2019

We have entered 2019 with some good economic indicators: jobs, wages, gross domestic product and retail sales all saw strong growth during 2018. The stock market has defied all rationale behavior in recent weeks, dropping dramatically, then regrouping and then dropping...

December 8, 2018

Trying to forecast in an environment that resembles a yo-yo in terms of economic data and policy is becoming an extreme challenge. What are the fundamental drivers pushing the economic growth and sales? We are seeing that the traditional methodology of forecasting is b...

November 9, 2018

It seems that traditional economic fundamentals do not have the same impact on trade that they used to have. We are now in a politically motivated trade environment, and politics is another matter altogether.

President Trump’s trade war with China and the threat of even...

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