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A Coronavirus Recession?
The COVID-19 pandemic is unraveling the economy nationally and globally as most of the world moves toward a lockdown that entails the...
Coronavirus Impact on Trade- End in Sight or Just the Beginning?
Anyone recall the uncertainty of the impact of tariffs on US trade? Now that we are in the coronavirus environment, uncertainty has...
Forecasting in the Age of Tariff Warfare and Coronavirus
Projecting container volume for the next year has become even more challenging with the outbreak of the coronavirus in China and its...
A Brief Outlook for 2020
According to the Federal Reserve, the Industrial Production Index has been on a slight decline since January 2018 with only a couple of...
Where Did All That Economic Growth Come From?
Real gross domestic product in the United States increased 3.2 percent in the first quarter of 2019, according to the federal Bureau of...
The White Flag in Trade Wars
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
Forecasting is a Walk on the Wild Side
We have previously highlighted the difficulty of running economic forecasting models that cannot absorb the wild deviations caused by geo-po
Communicate Now, Perfect the Tools Later
There are far too many surprises in container shipping. The last quarter of 2018 was huge. Pre-tariff inventory buildup has stressed carrier
Strong Economy Despite a Yo-Yo Stock Market, But Imports Could Decline
We have entered 2019 with some good economic indicators: jobs, wages, gross domestic product and retail sales all saw strong growth during 2
The Reality of a Trade War
The reality of the Trump administration’s concerted attack on trade and its linkage of trade to the U.S. deficit is finally beginning to...
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