The Covid-19 Import Boom Conundrum
Despite still-high unemployment, no federal government support package in place, lack of investment by U.S. companies and over 210,000...
Hackett Associates
Maritime Strategy and Trade Logistics
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Finally, some traction
The economy has come into sharp focus, and for good cause. The previous yo-yo pattern of import levels reached a peak in July that...
Finding Reality in a Yo-Yo Economy
It seems as if US imports are performing like a yo-yo, up one month and down the next with no apparent cause.
Market Shares and Pendulum Swings
Import data confirm a market share shift between West and East Coasts that is more than just month-by-month variability.
The Long and the Short of It
World trade is in serious trouble, and with the arrival of the COVID-19 pandemic, globalization is also under threat. The old system of...
Forecasting Global Trade in a Pandemic, Part I
Last month we noted that our forecast had been “based on the optimistic view that by the end of March or early April some form of...
Trade in the Shadow of COVID-19
There are few signs of optimism in the shadow of COVID-19. The International Monetary Fund is projecting a recession of Great Depression...