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Apr 1, 2024
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another important channel is the panama canal. the path connects the pacific ocean with the caribbean sea and the atlantic ocean. billions of dollars worth of goods pass through it every year. the panama canal began to be built at the end of the 19th century by the french. however, after 20 years. in 1914 the initiative was taken up by the united states america got money from washington with the rest of the work, 70 thousand people built the trade route, almost half died. for this, the canal is called the deadliest in the world. there is another trick here: until 1904, the french intended to transfer the territory of the columbia canal to the historical owner. the americans certainly could not allow this to happen, having smelled the smell of money. unexpectedly in panama. on november 3, 1903, an uprising began in colombia, and 7 us navy ships landed troops. the next day, panama declared its independence, and on november 6, this state recognized by the united states. in colombia it was stated that washington was taking the new pow
another important channel is the panama canal. the path connects the pacific ocean with the caribbean sea and the atlantic ocean. billions of dollars worth of goods pass through it every year. the panama canal began to be built at the end of the 19th century by the french. however, after 20 years. in 1914 the initiative was taken up by the united states america got money from washington with the rest of the work, 70 thousand people built the trade route, almost half died. for this, the canal is...
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Apr 12, 2024
04/24
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to control the panama canal in the eighties, simply because here it becomes possible to pass through america, and not go around the continent and not perform, in general , unnecessary loading and unloading operations in mexico or some other central american country. last year the panama canal was daily. handled cargo worth 270 billion dollars, commissions and the right of passage through the route brought panama $4 billion in profit annually, the americans took their piece, the country is a well-known offshore zone, but nature abruptly intervened in the development plans. today , the water in the canal is 1.8 m below normal and it is capable of handling about 20 ships per day, although previously it could handle about 40. previously , its ... handling capacity provided 3% of world trade and almost half, approximately 46% of container ships transportation from asia to the usa. such problems have led to the region announced an alternative; the nicaraguan canal project was proposed 200 years ago, but then the big players and the united states were categorically against such construction
to control the panama canal in the eighties, simply because here it becomes possible to pass through america, and not go around the continent and not perform, in general , unnecessary loading and unloading operations in mexico or some other central american country. last year the panama canal was daily. handled cargo worth 270 billion dollars, commissions and the right of passage through the route brought panama $4 billion in profit annually, the americans took their piece, the country is a...
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Apr 3, 2024
04/24
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i think the panama canal -- the panama canal was more of a drought issue and lack of rainfall. there is hope is we get to may and june the rainfall will take up in panama and the water levels will come back up and more ships will be allowed to go through. the red sea is i think a longer-term issue. i think it's a difficult decision for a shipowner to put their crew in peril by going through the suez canal and then all the way down through the southern red sea at this -- it is not safe. which is why we are going around the south africa. sonali: put on your macroeconomic hat here. if you had to predict the direction of travel here between fuel and commodities do you think -- do things get a lot worse in terms of prices? john: what's interesting is we have been shipping a lot. not just a lot of iron ore and cold but from an unseasonable standpoint usually the first quarter is the softest time of the year. what we have seen our higher freight rates. if you look at the guidance we put up for first quarter a couple of weeks ago, we showed higher freight rates in the first quarter tha
i think the panama canal -- the panama canal was more of a drought issue and lack of rainfall. there is hope is we get to may and june the rainfall will take up in panama and the water levels will come back up and more ships will be allowed to go through. the red sea is i think a longer-term issue. i think it's a difficult decision for a shipowner to put their crew in peril by going through the suez canal and then all the way down through the southern red sea at this -- it is not safe. which is...
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Apr 18, 2024
04/24
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further west, one more choke point, the panama canal. water shortages there have led the authorities to reduce the volume of shipping travelling between the atlantic and pacific 0ceans. the imf reckons that trade on that route has fallen by nearly a third over the past year. although tensions are high, the closure of the strait of hormuz is unlikely. that's according to peter from zanatta, is unlikely. that's according to peterfrom zanatta, which specialises in shipping logistics. i specialises in shipping logistics-_ logistics. i think the likelihood _ logistics. i think the likelihood of - logistics. i think the likelihood of an - logistics. i think the - likelihood of an outright blockage of the strait of hormuz is quite limited. that doesn't mean that shipping will continue to do business in an out of the area. from the most recent exchange of fire from iran. this is an area that had been haunted in the maritime industry for decades. so everyone trading in the area often have contingency plans for when events like this happen. but fo
further west, one more choke point, the panama canal. water shortages there have led the authorities to reduce the volume of shipping travelling between the atlantic and pacific 0ceans. the imf reckons that trade on that route has fallen by nearly a third over the past year. although tensions are high, the closure of the strait of hormuz is unlikely. that's according to peter from zanatta, is unlikely. that's according to peterfrom zanatta, which specialises in shipping logistics. i specialises...
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Apr 17, 2024
04/24
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further west, one more choke point, the panama canal. water shortages there have led the authorities to reduce the volume of shipping travelling between the atlantic and pacific oceans. the imf reckons that trade on that route has fallen by nearly a third over the past year. let's bring in industry expert peter sand from xeneta, which specialises in shipping logistics. it's quite dramatic what is going on right now in the region. we are aware of the disruptions that everyone in the maritime supply chains are facing right now with the situation in the red sea and the gulf, with the hijacking of the gulf, with the hijacking of the container ship msc, also over the weekend we saw tensions going one step further up tensions going one step further up also involve an arabian gulf, and what we have seen fairly resilient response from the container shipping industry with no mass exodus of the area, we have seenjust in with no mass exodus of the area, we have seen just in the first few weeks in this month of april that some rates of moved up by 1
further west, one more choke point, the panama canal. water shortages there have led the authorities to reduce the volume of shipping travelling between the atlantic and pacific oceans. the imf reckons that trade on that route has fallen by nearly a third over the past year. let's bring in industry expert peter sand from xeneta, which specialises in shipping logistics. it's quite dramatic what is going on right now in the region. we are aware of the disruptions that everyone in the maritime...
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Apr 16, 2024
04/24
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the administrators of the panama canal have announced an increase in the number of ships allowed to use the waterway every day from 2a to 31. it should ease congestion in one of the world's busiest trade routes, linking the atlantic ocean to the pacific. boeing has rejected claims that there are problems with its 787 jets, two days before a whistle—blower is due to testify to us lawmakers about what he describes as "catastrophic safety risks" in the way they're made. steve chisolm, boeing's chief engineer for mechanical and structural engineering, told reporters that the carbon fibre composites used to build the jet have successfully endured stress testing that far exceeds normal operating conditions for a commercialjetliner. quick look at the markets before i 90, quick look at the markets before i go, agitate gloomy picture across much of europe. the main indices all in the red, nasa later is on the price on crude. more business news in a few hours. goodbye. hello from the bbc sport centre. two champions league fixtures later, with german side borussia dortmund looking to oveturn a 2
the administrators of the panama canal have announced an increase in the number of ships allowed to use the waterway every day from 2a to 31. it should ease congestion in one of the world's busiest trade routes, linking the atlantic ocean to the pacific. boeing has rejected claims that there are problems with its 787 jets, two days before a whistle—blower is due to testify to us lawmakers about what he describes as "catastrophic safety risks" in the way they're made. steve chisolm,...
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Apr 4, 2024
04/24
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the panama canal zone is still some parts are still under u.s. influence, but much of it has been purchased by the chinese which is a really interesting kind of twist to the idea of sea power and in whose hands lie sea power today. we talked about roosevelt as as a diplomat we talked about what he was doing that during this time. why in this john singer sergeant painting is he posed in this way? well, sergeant was really going to irritated with roosevelt and roosevelt was getting irritated, sergeant, because they couldn't figure out the right pose. and so roosevelt being roosevelt, he suddenly turns and is just like, okay, that's it. i'm out of here by like i'm done with this sitting, which is what we call the the, you know, sort of session between an artist who's painting another person. so the sitting is basically being called over. and you can tell that he's like in command, you know, he's like, done. and he just put his hand on the new war, which is the sort of banister, the ball that's decorative of the beginning of the staircase banister. a
the panama canal zone is still some parts are still under u.s. influence, but much of it has been purchased by the chinese which is a really interesting kind of twist to the idea of sea power and in whose hands lie sea power today. we talked about roosevelt as as a diplomat we talked about what he was doing that during this time. why in this john singer sergeant painting is he posed in this way? well, sergeant was really going to irritated with roosevelt and roosevelt was getting irritated,...
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Apr 10, 2024
04/24
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, in the panama canal zone. and it is precisely with this part of the world that some special actions of those of that time are connected. the argentine armed forces participated jointly with the united states in the naval blockade of revolutionary cuba and actions against the sandinista nihoragua. considering this, how did the argentine military hope that in 1982, when they landed on the islands of the blizzard atlantic, over whose allegiance boynos airos has an eternal dispute with london, that argentina will be supported by the usa. but then in washington they preferred teicher to the british. for this reason, as the argentine newspaper pajinado points out, the american guest refused to be welcomed by the opposition melei governor of the province of tierra del fuego, but this did not prevent melei himself from saying in a subsequent interview that the visit of the american general richardson to tierra del fuego was a step towards restoring argentine control over the neighboring disputed islands, and also desi
, in the panama canal zone. and it is precisely with this part of the world that some special actions of those of that time are connected. the argentine armed forces participated jointly with the united states in the naval blockade of revolutionary cuba and actions against the sandinista nihoragua. considering this, how did the argentine military hope that in 1982, when they landed on the islands of the blizzard atlantic, over whose allegiance boynos airos has an eternal dispute with london,...
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Apr 5, 2024
04/24
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from the collapse of the bridge in baltimore to the situation in the panama canal and the red sea, we examine the continued threats to global shipping. and remember the internet of things? i'll talk to a company that's developed battery—free printable sensor tags to monitor everyday products from sources to stores and homes. hello, i'm lukwesa burak. welcome to bbc news. changes to employees' rights to ask for flexible working are due to come into force in the uk tomorrow, saturday, when the employment relations act 2023 becomes law. the new legislation removes the requirement for an employee to have 26 weeks' continuous service before they can make a formal flexible working request. this means the right to request flexible working becomes a day—one right. after experiencing discrimination as a new mother, victoria usherfounded her own company in 2010 and made sure flexibility was embedded into its dna.
from the collapse of the bridge in baltimore to the situation in the panama canal and the red sea, we examine the continued threats to global shipping. and remember the internet of things? i'll talk to a company that's developed battery—free printable sensor tags to monitor everyday products from sources to stores and homes. hello, i'm lukwesa burak. welcome to bbc news. changes to employees' rights to ask for flexible working are due to come into force in the uk tomorrow, saturday, when the...
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Apr 10, 2024
04/24
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the second reason, suez and panama canal is be able to pass through. significant increase from china mainland. those contributing to major challenge for logistics. romain: i'm glad you brought up china. most of what they are exporting is ev's or competitors to mazda? >> combination between battery and internal combustion. depends on the bland. >> what car will sell the most in the next say five years? >> internal combustion engine has support from consumers. and secondly i see great potential in the hybrid. that is a product solution for customers. there is no anxiety for range. that is an attraction. lizzy: exclusive food conversation with the mazda ceo, but the focus today is u.s. inflation out 1:30 p.m. london time. it's been a bull be path so forth for the u.s.. you can see how sticky core inflation has been. if you strip out food and energy you can see it here, but we can look at potential market reaction because nervous traders have been pretty nervous in the run-up to economic data. you can see the difference between the one-day vix and the spir
the second reason, suez and panama canal is be able to pass through. significant increase from china mainland. those contributing to major challenge for logistics. romain: i'm glad you brought up china. most of what they are exporting is ev's or competitors to mazda? >> combination between battery and internal combustion. depends on the bland. >> what car will sell the most in the next say five years? >> internal combustion engine has support from consumers. and secondly i see...
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Apr 5, 2024
04/24
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through the panama canal fell by 32%. in addition, the collapse of the francis scott key bridge in baltimore, may also add to the issues on the east coast of the united states, and only yesterday denmark was forced to close one of the world's busiest shipping lanes following a failed missile test. so is shipping facing a perfect storm? let's examine this with peter sand, chief analyst at freight analytics firm, xeneta. hello, peter. is it a perfect storm or is there more going on? i storm or is there more going on? ~ , storm or is there more going on? ~' , ., ., on? i think there is more going on? i think there is more going on that affects _ on? i think there is more going on that affects global - on? i think there is more going on that affects global maritime j on that affects global maritime shipping than only a few years back, and you may call it a perfect storm but coming from geopolitics going sour, it is coming from a claimant related issue and coming from like the great buildup of denmark yesterday. a lot of conti
through the panama canal fell by 32%. in addition, the collapse of the francis scott key bridge in baltimore, may also add to the issues on the east coast of the united states, and only yesterday denmark was forced to close one of the world's busiest shipping lanes following a failed missile test. so is shipping facing a perfect storm? let's examine this with peter sand, chief analyst at freight analytics firm, xeneta. hello, peter. is it a perfect storm or is there more going on? i storm or is...
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Apr 16, 2024
04/24
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arc the administrators of the panama canal have announced arc canal have announced an increase in the number of ships allowed to cross daily from 2a to 31. the decision will ease congestion in one of �*the world's busiest maritime trade routes, linking the atlantic ocean to the pacific. the announcement comes at the end of the worst drought to hit central america in more than 70 years. a whistleblower is due to testify to us congress about safety risks and manufacturing. the engineer told reporters the carbon fibre composite used to build the planes successfully endured stress testing that far exceeds normal operating conditions for a commercial jetliner. let's see how the asian markets are faring today. this is the current state of play. the nikkei in tokyo and the hang seng in hong kong off sharply, why? a lot of central—bank action perhaps pushing back the much touted cuts in interest rates later in many factored in, especially the us federal reserve holding off making those cuts to rates, and a similar picture in many parts of europe right now. we can see oil prices creeping h
arc the administrators of the panama canal have announced arc canal have announced an increase in the number of ships allowed to cross daily from 2a to 31. the decision will ease congestion in one of �*the world's busiest maritime trade routes, linking the atlantic ocean to the pacific. the announcement comes at the end of the worst drought to hit central america in more than 70 years. a whistleblower is due to testify to us congress about safety risks and manufacturing. the engineer told...
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Apr 3, 2024
04/24
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on the panama canal side, there is drought is dear -- all this added to the volume that is coming through los angeles. haslinda: talking about the earthquake in taiwan, the biggest and 25 years. might that impact trade? >> is bob just said on the interview, the population center in taipei appears to be say. we will be watching this very closely. haslinda: oil prices surging close to $90 a barrel. how do you see that impact sentiment in the market and how might it impact the business model? >> number one, bunker prices will be higher. number two, decisions will be made based on those higher cost, where to buy. interface have not dropped yet. there was a lot of coverage on bloomberg this morning about that topic as well. inflation is stubbornly sticking around. although it dropped a little bit last month. haslinda: i'm sure you track it closely, when you see the fed cutting rates? >> it doesn't look like before june at this point in time. is the consistent flow going to remain the constant right now? that appears to be the question right now. haslinda: still to come, india's credit growth i
on the panama canal side, there is drought is dear -- all this added to the volume that is coming through los angeles. haslinda: talking about the earthquake in taiwan, the biggest and 25 years. might that impact trade? >> is bob just said on the interview, the population center in taipei appears to be say. we will be watching this very closely. haslinda: oil prices surging close to $90 a barrel. how do you see that impact sentiment in the market and how might it impact the business...
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Apr 17, 2024
04/24
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so baltimore bridge tragically, trade disruptions in the middle east, panama canal by the way, covid when we couldn't get protective gear so all of these event-driven shocks are forcing companies to diversify where they manufacture their goods and how they get them to the end consumer all of that creates more demand for industrial >> more demand for warehouses and manufacturing ability, data centers. there's another sea change, what ai is meaning to the need for data centers >> yes, absolutely and we're seeing automation inside of those manufacturing warehouses and distribution warehouses, as well. >> so you find investment opportunities for your clients, right? that's basically what you do >> that is what we do. >> talk to me, and if a client comes to you and says, well, how is the new york office market going to do? how is boston, how is san francisco going to do, what are you telling them >> look, we've -- offices experiencing a fundamental sea shift, and i think it's really two things the first is a dramatic demand reduction, right so work from home, less demand >> right, right.
so baltimore bridge tragically, trade disruptions in the middle east, panama canal by the way, covid when we couldn't get protective gear so all of these event-driven shocks are forcing companies to diversify where they manufacture their goods and how they get them to the end consumer all of that creates more demand for industrial >> more demand for warehouses and manufacturing ability, data centers. there's another sea change, what ai is meaning to the need for data centers >> yes,...
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Apr 5, 2024
04/24
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the east coast ports, as we have seen with the panama canal, have lost some of their volume recently that they gained at the end of covid. that volume has gone back to the west coast. in doing so, it has freed up some capacity along the east coast. katie: one thing i've been wondering when it comes to rerouting cargo is how much action there is in doing that? is it apples to apples ship coal or cars or whatever else from norfolk or newark instead of baltimore? what does the process entail? craig: the good news about this happening, if you want to take a silver lining, is in a supply chain disruption you see short-term index where everyone panics. supply chain works on consistency and transparency. when you have a disruption it causes some short-term disruptions. the great thing about supply chains isthat that they are meant to be resilient and the heel really quickly. what we have seen and will continue to see is the diversion of cargo to other ports and other sources of capacity. coal, while it is an export market and coal producers are concerned about having access to capacity, it
the east coast ports, as we have seen with the panama canal, have lost some of their volume recently that they gained at the end of covid. that volume has gone back to the west coast. in doing so, it has freed up some capacity along the east coast. katie: one thing i've been wondering when it comes to rerouting cargo is how much action there is in doing that? is it apples to apples ship coal or cars or whatever else from norfolk or newark instead of baltimore? what does the process entail?...
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Apr 2, 2024
04/24
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canal, so you have to go through the cape, so that takes longer. so we have much longer routes at faster speeds, driving up demand considerably. now we're thinking consumption growth is going to be a lot firmer in 2024. >> do you expect that demand to hold up, especially when we talk china numbers? are you seeing this is an uptick or more of a blip? >> we think this is more sustained. i think it's more sustained and one of the challenges that the market will likely face and will some come to it is the expectation of a june rate cut. followed by two more cuts into the second half of the year. so i think we are back into this mode and this battle royale as we called it before between oil and money. we see oil prices fighting the fed once again. we'll see. it's been an interesting battle between opec and the fed. >> we just spoke at the beginning of the show, especially markets are reflecting some skepticism about that rate cut in june. i think it was the beginning of the show said that's about 50-50 right now. if we don't get a june rate cut, what do
canal, so you have to go through the cape, so that takes longer. so we have much longer routes at faster speeds, driving up demand considerably. now we're thinking consumption growth is going to be a lot firmer in 2024. >> do you expect that demand to hold up, especially when we talk china numbers? are you seeing this is an uptick or more of a blip? >> we think this is more sustained. i think it's more sustained and one of the challenges that the market will likely face and will...
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Apr 18, 2024
04/24
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we haven't seen a lot of impact from the red sea or panama canal. it is restocking last year the numbers were down so much because of the inventory adjustments and now that's being replenished and the consumer is active we're seeing and the outlook we see is for that to continue more inbound activity to the port, more international intermodal, one of the reasons we see volume growth the rest of the year. >> joe hinrichs the ceo and president of csx thank you for joining me our condolences for your predecessor jim foot who passed away just earlier this week. we appreciate you coming on. >> thank you >>> sticking with the railroads the fight for the future of norfolk southern is heating up we'll speak with jim chadwick leading the proxy fight and the firm's proposed ceo candidate jim barber, former ceo of ups on "money movers." >> important stories morgan brennan. >>> coming up after the break the man advising america's biggest companies on their multibillion dollar financing, johnny fine, the head of their corporate credit business joining us in just
we haven't seen a lot of impact from the red sea or panama canal. it is restocking last year the numbers were down so much because of the inventory adjustments and now that's being replenished and the consumer is active we're seeing and the outlook we see is for that to continue more inbound activity to the port, more international intermodal, one of the reasons we see volume growth the rest of the year. >> joe hinrichs the ceo and president of csx thank you for joining me our condolences...
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Apr 21, 2024
04/24
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go through a few ship capable of going through all configurations of the panama canal and [indiscernible] middle april. that is really fast, right? that is really fast. this is not just a naming, this is a ship of strength to enable our military to do its job, again at high speed and meeting every challenge. so, we decide we'll have a--we had a wonderful ceremony. i think in may, right? we go to have and all get nothing to the mood of things and i say, at this meeting i will announce by christmas we will have repealed don't ask don't tell. then the president had to talk to the military, but by christmas we repealed don't ask don't tell. [applause] very much connected to the harvy milk stamp. harvey would have want-he wanted the repeal. when we did the repeal it took a vote of congress to do, but it is a amendment to repeal it in the defense bill, so we repeal it and say, isn't this great? we made history today. all the progressive and democrats made history, repealed don't ask don't tell. raphael you heard me tell the story a million times. i said we'll make history again. make history t
go through a few ship capable of going through all configurations of the panama canal and [indiscernible] middle april. that is really fast, right? that is really fast. this is not just a naming, this is a ship of strength to enable our military to do its job, again at high speed and meeting every challenge. so, we decide we'll have a--we had a wonderful ceremony. i think in may, right? we go to have and all get nothing to the mood of things and i say, at this meeting i will announce by...
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this comes on the heels of everything from the drought in the panama canal which brought water levels so far down that ships cannot maneuver through it, you have the houthi attacks in the red sea and, by the way, there is a headline are coming through right now. of course, there is the some -- a big development in the middle east. but a you think leader is sayins saying, almost cheering the fact that a total of 90 ships have been targeted in the red sea since the houthis launched their attacks on basically any country that's trying to move cargo through that. if there is that. as you said, the baltimore bridge chance. this scares me because you think about the old -- and i say old meaning two, three years ago, 2022 -- the supply chain disruption that that really sparked the inflation that we see today. might this push us toward a version of that? >> we can quantify the impact, and it's much, much less than that. liz: okay. >> certainly, the houthis have had an impact. almost a third of that goes around the horn or -- of africa which takes more time. so that has had a big impact. we've
this comes on the heels of everything from the drought in the panama canal which brought water levels so far down that ships cannot maneuver through it, you have the houthi attacks in the red sea and, by the way, there is a headline are coming through right now. of course, there is the some -- a big development in the middle east. but a you think leader is sayins saying, almost cheering the fact that a total of 90 ships have been targeted in the red sea since the houthis launched their attacks...
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Apr 1, 2024
04/24
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canal. where are freight rate? we talked about how it could be temporary. has it been temporary? >> our thesis has been that these locations are short-term in nature. they create knee-jerk reactions to rates. rates are down about 50% from last year. the -- transatlantic are up. what we are seeing on the transpacific side, they peaked back during the pandemic and it has been a slow reversion. the supply demand dynamics are not favorable. a lot of supply coming onto the market. we should see continued deflationary pressures as it really. when you are looking at truckload rate, a totally different market, but spot rates right now are pretty depressed and poised to rebound, but we are still along the bottom. we expect rates to start inching up higher with more meaningful direction in the second quarter. that should be good for trucking companies. jonathan: good to touch base with you. we reflected on this last week. is some -- is everything more fragile or are bad things happening more often? an
canal. where are freight rate? we talked about how it could be temporary. has it been temporary? >> our thesis has been that these locations are short-term in nature. they create knee-jerk reactions to rates. rates are down about 50% from last year. the -- transatlantic are up. what we are seeing on the transpacific side, they peaked back during the pandemic and it has been a slow reversion. the supply demand dynamics are not favorable. a lot of supply coming onto the market. we should...
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Apr 24, 2024
04/24
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the panama canal comes after this class is over. right. we end in 1900 there is no you know, the route you have is over land and it's way quicker to sail about than to walk. so jefferson like fingers crossed that all these rivers link up and we can just have a waterway the pacific spoiler alert they do not yeah we get train that far we get a train all the way california. that's right. and then that. so the pacific railroad act which i'll talk about 1862 gives us the kind of first they'll start surveying for those railroads in the 1850s. but at this point even steamships are rare. so you're actually under your own power. so lewis and clark, as i'll say, they're they're doing a lot of paddling. they may have burned up to 8000 calories a day by just how hard were working. right. which is crazy. so they did not need to hit the gym after long day of exploring. so, yeah, water super important a pathway to the pacific and potential trading routes with eastern sort nations like russia to some extent but also possibly looking at china and japan. ri
the panama canal comes after this class is over. right. we end in 1900 there is no you know, the route you have is over land and it's way quicker to sail about than to walk. so jefferson like fingers crossed that all these rivers link up and we can just have a waterway the pacific spoiler alert they do not yeah we get train that far we get a train all the way california. that's right. and then that. so the pacific railroad act which i'll talk about 1862 gives us the kind of first they'll start...
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all these problems we are seeing in shipping in the panama canal and the red sea now with the northeast corridor and the bridge collapsed. those things are medium-term structural and baby has to do with the outdated and this of infrastructure in the united states. those will keep inflation potentially high. where we balance out is difficult to say but one can easily read enough supply-side constraints out there to suggest that last mile will be tough. >> understanding the relationship between stocks and bonds recently at what point bond yields become a problem for the easing of financial conditions we've seen throughout financial markets but particularly stock prices near all-time highs. is there a level or at some point will people say higher yields are going to become restrictive over time, what we look for to understand real trajectory. >> it's not the level of yields that matters as how fast they get to wherever they are going. all of a sudden we had a massive positive inflation shock in the u.s. and we felt that the fed was no longer going to ease and as a result of that the yield
all these problems we are seeing in shipping in the panama canal and the red sea now with the northeast corridor and the bridge collapsed. those things are medium-term structural and baby has to do with the outdated and this of infrastructure in the united states. those will keep inflation potentially high. where we balance out is difficult to say but one can easily read enough supply-side constraints out there to suggest that last mile will be tough. >> understanding the relationship...
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Apr 27, 2024
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canal, and she had a breakdown on the ship. so she was put in the brig, and i was left to wander the ship until we got to fluorfluora few days later, where we had a distant -- florida a few days later, where we had a distant cousin who came and got us. i think i always knew i was a writer on some level, but i kind of stopped when i became a cop. i used to write short stories, and i thought someday i'm going to write a book about all these ad ventures that my mother took me on. when i became a cop, i found i turned off parts of my brain. i found i had to learn to conform, which was not anything i'd really been taught but felt very safe to me. i think i was drawn to police work because after coming from such chaos, it seemed like a very organized, but stable environment. and even though things happening, it felt like putting order on chaos and that felt very safe to me. my girlfriend and i were sitting in ve 150d uvio's bar, and i looked out the window and i saw a police car, and there was a woman who looked like me driving the c
canal, and she had a breakdown on the ship. so she was put in the brig, and i was left to wander the ship until we got to fluorfluora few days later, where we had a distant -- florida a few days later, where we had a distant cousin who came and got us. i think i always knew i was a writer on some level, but i kind of stopped when i became a cop. i used to write short stories, and i thought someday i'm going to write a book about all these ad ventures that my mother took me on. when i became a...
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Apr 1, 2024
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the straight of malacka, which is in asia, right next to the straight of panama, and hopefully the straight of nicaragua can be built, which is one of the reasons why imperialism wants to destroy the sandinisto front, that is because nicaragua can now can break the north american monopoly from top to bottom, and ride along with other states such as gibraltar, and those of denmark, that fundamental nucleus together with those straights is the fundamental. nucleus of maritime logistics, but maritime logistics also has a military side, and that is why the danger that threatens the economy and power of the west arises once again. when i say economy, insist that it is not limited to just the material sense of the term of factories, agricultural products, raw materials, but also their planned economy for the next 15, 20, 30 years. that's what i'm referring to, in its connection with science. above all the situation with the military forces. well, for the us and for europe, it is vital to control the entire access that goes from the atlantic coast of the united states, which passes through the azo
the straight of malacka, which is in asia, right next to the straight of panama, and hopefully the straight of nicaragua can be built, which is one of the reasons why imperialism wants to destroy the sandinisto front, that is because nicaragua can now can break the north american monopoly from top to bottom, and ride along with other states such as gibraltar, and those of denmark, that fundamental nucleus together with those straights is the fundamental. nucleus of maritime logistics, but...